See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,427 | $107,334-73.5% | $92,893-69.4% | $152,861-81.4% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 28.02% | 145.58%-117.6pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $6,747 | $4,221+59.9% | $3,653+84.7% | $4,762+41.7% |
| Participant deferral / active EE | $4,854 | $4,845+0.2% | $4,236+14.6% | $5,850-17.0% |
| Admin fee / account holder | $544 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |