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 6-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 | $73,604 | $74,888-1.7% | $71,209+3.4% | $142,382-48.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,230 | $2,854+13.2% | $2,721+18.7% | $4,299-24.9% |
| Participant deferral / active EE | $7,851 | $4,454+76.3% | $4,175+88.0% | $6,507+20.7% |
| Admin fee / account holder | $374 | $5,568-93.3% | $5,349-93.0% | $12,624-97.0% |