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 | $69,758 | $126,574-44.9% | $106,213-34.3% | $145,922-52.2% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 36.87% | 224.79%-187.9pp | 116.14%-79.3pp | 561.29%-524.4pp |
| Employer contribution / active EE | $12,161 | $3,730+226.0% | $3,171+283.5% | $4,660+161.0% |
| Participant deferral / active EE | $20,686 | $5,724+261.4% | $5,016+312.4% | $6,688+209.3% |
| Admin fee / account holder | $6,172 | $17,304-64.3% | $11,033-44.1% | $13,397-53.9% |