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 4-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 | $37,181 | $202,432-81.6% | $169,368-78.0% | $139,434-73.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 30.81% | 531.74%-500.9pp | 405.60%-374.8pp | 372.94%-342.1pp |
| Employer contribution / active EE | $8,970 | $4,692+91.2% | $4,013+123.5% | $4,751+88.8% |
| Participant deferral / active EE | $11,340 | $6,938+63.4% | $6,221+82.3% | $6,710+69.0% |
| Admin fee / account holder | $2,069 | $10,708-80.7% | $9,003-77.0% | $11,403-81.9% |