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 | $58,268 | $121,625-52.1% | $104,607-44.3% | $158,922-63.3% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 29.63% | 465.26%-435.6pp | 340.46%-310.8pp | 302.83%-273.2pp |
| Employer contribution / active EE | $9,287 | $3,163+193.6% | $2,681+246.4% | $4,761+95.1% |
| Participant deferral / active EE | $6,836 | $4,177+63.6% | $3,740+82.8% | $5,982+14.3% |
| Admin fee / account holder | $642 | $7,787-91.8% | $6,473-90.1% | $11,246-94.3% |