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 | $32,669 | $117,841-72.3% | $102,423-68.1% | $145,922-77.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 9.69% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $6,696 | $3,615+85.2% | $3,023+121.5% | $4,660+43.7% |
| Participant deferral / active EE | $5,469 | $5,731-4.6% | $5,053+8.2% | $6,688-18.2% |
| Admin fee / account holder | $504 | $13,326-96.2% | $9,451-94.7% | $13,397-96.2% |