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 6-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 | $42,928 | $138,044-68.9% | $125,339-65.8% | $134,475-68.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 6.98% | 750.33%-743.3pp | 572.05%-565.1pp | 417.96%-411.0pp |
| Employer contribution / active EE | $7,276 | $5,243+38.8% | $4,814+51.2% | $4,740+53.5% |
| Participant deferral / active EE | $8,161 | $7,799+4.6% | $7,446+9.6% | $6,400+27.5% |
| Admin fee / account holder | $1,578 | $11,571-86.4% | $10,010-84.2% | $11,426-86.2% |