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 9-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 | $69,024 | $70,669-2.3% | $169,368-59.2% | $75,163-8.2% |
| Participation rate | 79.7% | 64.8%+14.9pp | 77.1%+2.5pp | 67.2%+12.5pp |
| Annual return | 28.48% | 36.36%-7.9pp | 405.60%-377.1pp | 160.62%-132.1pp |
| Employer contribution / active EE | $4,882 | $2,211+120.8% | $4,013+21.7% | $2,670+82.9% |
| Participant deferral / active EE | $9,229 | $4,311+114.1% | $6,221+48.4% | $4,125+123.7% |
| Admin fee / account holder | $3,627 | $5,402-32.9% | $9,003-59.7% | $5,651-35.8% |