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 4-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 | $35,315 | $74,888-52.8% | $71,209-50.4% | $142,382-75.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 24.82% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,428 | $2,854-14.9% | $2,721-10.8% | $4,299-43.5% |
| Participant deferral / active EE | $7,463 | $4,454+67.5% | $4,175+78.7% | $6,507+14.7% |
| Admin fee / account holder | $1,159 | $5,568-79.2% | $5,349-78.3% | $12,624-90.8% |