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 | $29,876 | $112,096-73.3% | $95,952-68.9% | $158,922-81.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 24.71% | 171.09%-146.4pp | 91.61%-66.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,129 | $3,198-64.7% | $2,541-55.6% | $4,761-76.3% |
| Participant deferral / active EE | $2,816 | $4,784-41.1% | $4,167-32.4% | $5,982-52.9% |
| Admin fee / account holder | $2,082 | $10,130-79.4% | $6,795-69.4% | $11,246-81.5% |