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 8-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 | $35,717 | $100,773-64.6% | $88,946-59.8% | $142,382-74.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 28.37% | 70.18%-41.8pp | 57.82%-29.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $9,405 | $2,918+222.3% | $2,555+268.1% | $4,299+118.8% |
| Participant deferral / active EE | $9,515 | $5,230+81.9% | $4,581+107.7% | $6,507+46.2% |
| Admin fee / account holder | $1,020 | $9,693-89.5% | $8,261-87.7% | $12,624-91.9% |