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 | $30,180 | $105,181-71.3% | $159,436-81.1% | $85,850-64.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 20.37% | 45.07%-24.7pp | 263.57%-243.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,699 | $3,318-18.7% | $4,829-44.1% | $2,565+5.2% |
| Participant deferral / active EE | $5,399 | $5,945-9.2% | $7,352-26.6% | $3,952+36.6% |
| Admin fee / account holder | $1,382 | $6,933-80.1% | $10,799-87.2% | $6,260-77.9% |