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 10-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 | $36,781 | $104,907-64.9% | $84,611-56.5% | $152,861-75.9% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 22.24% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,339 | $3,302+1.1% | $2,652+25.9% | $4,762-29.9% |
| Participant deferral / active EE | $7,713 | $4,688+64.5% | $3,899+97.8% | $5,850+31.8% |
| Admin fee / account holder | $612 | $6,241-90.2% | $4,912-87.5% | $11,596-94.7% |