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 | $31,975 | $175,202-81.7% | $149,673-78.6% | $139,434-77.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.27% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $10,700 | $5,474+95.5% | $4,818+122.1% | $4,751+125.2% |
| Participant deferral / active EE | $3,214 | $6,519-50.7% | $5,680-43.4% | $6,710-52.1% |
| Admin fee / account holder | $1,055 | $16,150-93.5% | $13,210-92.0% | $11,403-90.7% |