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 | $50,560 | $93,373-45.9% | $152,466-66.8% | $85,850-41.1% |
| Participation rate | 96.8% | 70.1%+26.7pp | 78.2%+18.6pp | 69.3%+27.5pp |
| Annual return | 21.30% | 21.84%-0.5pp | 757.33%-736.0pp | 318.53%-297.2pp |
| Employer contribution / active EE | $6,283 | $2,996+109.7% | $4,327+45.2% | $2,565+144.9% |
| Participant deferral / active EE | $10,576 | $4,550+132.4% | $5,820+81.7% | $3,952+167.6% |
| Admin fee / account holder | $589 | $13,853-95.7% | $15,805-96.3% | $6,260-90.6% |