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 7-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 | $34,762 | $98,750-64.8% | $149,696-76.8% | $79,858-56.5% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 35.96% | 27.43%+8.5pp | 276.60%-240.6pp | 31.71%+4.2pp |
| Employer contribution / active EE | $6,822 | $3,216+112.1% | $4,644+46.9% | $2,471+176.1% |
| Participant deferral / active EE | $8,302 | $5,680+46.2% | $6,842+21.4% | $3,740+122.0% |
| Admin fee / account holder | $521 | $6,053-91.4% | $9,309-94.4% | $5,306-90.2% |