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 9-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 | $58,618 | $137,414-57.3% | $189,513-69.1% | $85,850-31.7% |
| Participation rate | 76.9% | 84.6%-7.7pp | 87.8%-10.9pp | 69.3%+7.6pp |
| Annual return | 14.69% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,104 | $4,344-51.6% | $6,162-65.9% | $2,565-18.0% |
| Participant deferral / active EE | $9,997 | $6,260+59.7% | $8,221+21.6% | $3,952+153.0% |
| Admin fee / account holder | $9,212 | $8,630+6.7% | $12,045-23.5% | $6,260+47.2% |