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 | $24,342 | $165,984-85.3% | $164,813-85.2% | $145,922-83.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.79% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,024 | $5,273-61.6% | $4,341-53.4% | $4,660-56.6% |
| Participant deferral / active EE | $2,754 | $6,959-60.4% | $6,031-54.3% | $6,688-58.8% |
| Admin fee / account holder | $944 | $16,648-94.3% | $12,690-92.6% | $13,397-93.0% |