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 | $39,693 | $102,317-61.2% | $146,958-73.0% | $80,856-50.9% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.2%-10.5pp | 67.6%+4.0pp |
| Annual return | 14.97% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,918 | $3,713-48.3% | $4,933-61.1% | $2,755-30.4% |
| Participant deferral / active EE | $4,331 | $6,644-34.8% | $8,070-46.3% | $4,296+0.8% |
| Admin fee / account holder | $2,571 | $7,941-67.6% | $12,998-80.2% | $6,918-62.8% |