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 | $23,118 | $202,432-88.6% | $169,368-86.4% | $139,434-83.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 25.96% | 531.74%-505.8pp | 405.60%-379.6pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,522 | $4,692-46.3% | $4,013-37.2% | $4,751-46.9% |
| Participant deferral / active EE | $7,913 | $6,938+14.1% | $6,221+27.2% | $6,710+17.9% |
| Admin fee / account holder | $2,769 | $10,708-74.1% | $9,003-69.2% | $11,403-75.7% |