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 | $72,380 | $74,888-3.4% | $71,209+1.6% | $142,382-49.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.37% | 345.14%-326.8pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,516 | $2,854+58.2% | $2,721+66.0% | $4,299+5.1% |
| Participant deferral / active EE | $7,532 | $4,454+69.1% | $4,175+80.4% | $6,507+15.8% |
| Admin fee / account holder | $752 | $5,568-86.5% | $5,349-86.0% | $12,624-94.0% |