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 | $26,469 | $85,202-68.9% | $172,739-84.7% | $72,985-63.7% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 24.75% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,862 | $3,324-44.0% | $5,143-63.8% | $2,440-23.7% |
| Participant deferral / active EE | $4,005 | $3,260+22.8% | $5,198-22.9% | $3,607+11.0% |
| Admin fee / account holder | $2,240 | $5,884-61.9% | $13,954-83.9% | $5,124-56.3% |