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 8-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 | $42,130 | $109,327-61.5% | $89,391-52.9% | $158,922-73.5% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.0%+8.5pp | 82.0%-5.5pp |
| Annual return | 18.19% | 345.68%-327.5pp | 245.62%-227.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,461 | $3,170-53.9% | $2,586-43.5% | $4,761-69.3% |
| Participant deferral / active EE | $2,204 | $4,598-52.1% | $3,890-43.3% | $5,982-63.2% |
| Admin fee / account holder | $1,601 | $6,153-74.0% | $4,881-67.2% | $11,246-85.8% |