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 7-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 | $30,192 | $156,846-80.8% | $121,098-75.1% | $139,434-78.3% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 15.80% | 1474.56%-1458.8pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,533 | $5,536-54.2% | $4,164-39.2% | $4,751-46.7% |
| Participant deferral / active EE | $5,656 | $4,844+16.8% | $4,080+38.6% | $6,710-15.7% |
| Admin fee / account holder | $2,756 | $6,946-60.3% | $5,644-51.2% | $11,403-75.8% |