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 | $54,738 | $175,202-68.8% | $149,673-63.4% | $139,434-60.7% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 30.69% | 166.71%-136.0pp | 134.42%-103.7pp | 372.94%-342.3pp |
| Employer contribution / active EE | $11,535 | $5,474+110.7% | $4,818+139.4% | $4,751+142.8% |
| Participant deferral / active EE | $7,312 | $6,519+12.2% | $5,680+28.7% | $6,710+9.0% |
| Admin fee / account holder | $762 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |