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 | $56,169 | $63,346-11.3% | $92,233-39.1% | $70,131-19.9% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 18.24% | 530.12%-511.9pp | 176.28%-158.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $5,084 | $2,471+105.8% | $3,679+38.2% | $2,342+117.1% |
| Participant deferral / active EE | $1,686 | $2,854-40.9% | $3,897-56.7% | $3,332-49.4% |
| Admin fee / account holder | $2,536 | $3,840-34.0% | $5,194-51.2% | $4,645-45.4% |