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 | $64,854 | $100,773-35.6% | $88,946-27.1% | $142,382-54.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 28.72% | 70.18%-41.5pp | 57.82%-29.1pp | 217.08%-188.4pp |
| Employer contribution / active EE | $5,378 | $2,918+84.3% | $2,555+110.5% | $4,299+25.1% |
| Participant deferral / active EE | $7,878 | $5,230+50.6% | $4,581+72.0% | $6,507+21.1% |
| Admin fee / account holder | $483 | $9,693-95.0% | $8,261-94.2% | $12,624-96.2% |