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 4-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 | $43,332 | $88,751-51.2% | $81,812-47.0% | $145,922-70.3% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.3%+4.9pp | 80.3%-3.0pp |
| Annual return | 15.04% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,145 | $3,083-30.4% | $2,912-26.3% | $4,660-54.0% |
| Participant deferral / active EE | $6,965 | $4,643+50.0% | $4,319+61.3% | $6,688+4.1% |
| Admin fee / account holder | $1,081 | $8,415-87.2% | $7,386-85.4% | $13,397-91.9% |