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 | $28,145 | $99,877-71.8% | $84,966-66.9% | $145,922-80.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 13.62% | 83.76%-70.1pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,990 | $3,231+147.3% | $2,727+193.0% | $4,660+71.5% |
| Participant deferral / active EE | $6,167 | $5,291+16.6% | $4,519+36.5% | $6,688-7.8% |
| Admin fee / account holder | $7,046 | $7,248-2.8% | $6,149+14.6% | $13,397-47.4% |