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 | $114,458 | $202,432-43.5% | $169,368-32.4% | $139,434-17.9% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 26.78% | 531.74%-505.0pp | 405.60%-378.8pp | 372.94%-346.2pp |
| Employer contribution / active EE | $5,736 | $4,692+22.3% | $4,013+43.0% | $4,751+20.7% |
| Participant deferral / active EE | $7,249 | $6,938+4.5% | $6,221+16.5% | $6,710+8.0% |
| Admin fee / account holder | $888 | $10,708-91.7% | $9,003-90.1% | $11,403-92.2% |