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 | $72,434 | $109,982-34.1% | $97,226-25.5% | $145,922-50.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 13.98% | 242.90%-228.9pp | 75.13%-61.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $11,695 | $3,084+279.2% | $2,729+328.6% | $4,660+151.0% |
| Participant deferral / active EE | $9,545 | $4,676+104.1% | $4,264+123.9% | $6,688+42.7% |
| Admin fee / account holder | $6,320 | $6,221+1.6% | $5,654+11.8% | $13,397-52.8% |