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 | $65,087 | $58,208+11.8% | $81,812-20.4% | $80,856-19.5% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 23.58% | 41.66%-18.1pp | 773.79%-750.2pp | 35.59%-12.0pp |
| Employer contribution / active EE | $9,082 | $2,340+288.1% | $2,912+211.9% | $2,755+229.7% |
| Participant deferral / active EE | $5,279 | $3,281+60.9% | $4,319+22.2% | $4,296+22.9% |
| Admin fee / account holder | $464 | $4,981-90.7% | $7,386-93.7% | $6,918-93.3% |