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 4-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 | $69,645 | $99,877-30.3% | $84,966-18.0% | $145,922-52.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.99% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,468 | $3,231+38.3% | $2,727+63.8% | $4,660-4.1% |
| Participant deferral / active EE | $10,049 | $5,291+89.9% | $4,519+122.3% | $6,688+50.3% |
| Admin fee / account holder | $1,081 | $7,248-85.1% | $6,149-82.4% | $13,397-91.9% |