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 | $85,142 | $111,724-23.8% | $93,606-9.0% | $145,922-41.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 18.29% | 202.98%-184.7pp | 133.20%-114.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $745 | $3,090-75.9% | $2,420-69.2% | $4,660-84.0% |
| Participant deferral / active EE | $5,119 | $4,912+4.2% | $4,411+16.0% | $6,688-23.5% |
| Admin fee / account holder | $542 | $10,250-94.7% | $8,285-93.5% | $13,397-96.0% |