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 5-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 | $46,781 | $159,901-70.7% | $146,958-68.2% | $145,922-67.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,320 | $5,286-37.2% | $4,933-32.7% | $4,660-28.7% |
| Participant deferral / active EE | $10,881 | $8,428+29.1% | $8,070+34.8% | $6,688+62.7% |
| Admin fee / account holder | $1,080 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |