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 | $36,629 | $105,126-65.2% | $94,646-61.3% | $139,434-73.7% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 21.63% | 38.03%-16.4pp | 156.71%-135.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $6,529 | $4,106+59.0% | $3,672+77.8% | $4,751+37.4% |
| Participant deferral / active EE | $6,972 | $7,599-8.3% | $7,418-6.0% | $6,710+3.9% |
| Admin fee / account holder | $890 | $8,984-90.1% | $7,231-87.7% | $11,403-92.2% |