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 | $51,946 | $217,402-76.1% | $185,823-72.0% | $167,490-69.0% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 30.02% | 148.36%-118.3pp | 122.05%-92.0pp | 478.56%-448.5pp |
| Employer contribution / active EE | $3,325 | $5,873-43.4% | $5,167-35.7% | $4,837-31.3% |
| Participant deferral / active EE | $8,614 | $6,356+35.5% | $5,568+54.7% | $6,341+35.8% |
| Admin fee / account holder | $1,452 | $19,811-92.7% | $16,237-91.1% | $12,309-88.2% |