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 | $78,481 | $217,402-63.9% | $185,823-57.8% | $167,490-53.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.42% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,868 | $5,873-17.1% | $5,167-5.8% | $4,837+0.6% |
| Participant deferral / active EE | $8,302 | $6,356+30.6% | $5,568+49.1% | $6,341+30.9% |
| Admin fee / account holder | $12,916 | $19,811-34.8% | $16,237-20.5% | $12,309+4.9% |