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 | $74,292 | $183,519-59.5% | $155,509-52.2% | $145,922-49.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 16.24% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $21,740 | $5,313+309.2% | $4,672+365.3% | $4,660+366.6% |
| Participant deferral / active EE | $7,660 | $6,462+18.5% | $5,626+36.2% | $6,688+14.5% |
| Admin fee / account holder | $29,282 | $19,313+51.6% | $15,912+84.0% | $13,397+118.6% |