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 | $25,037 | $88,751-71.8% | $81,812-69.4% | $145,922-82.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 22.40% | 1025.40%-1003.0pp | 773.79%-751.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,521 | $3,083-50.7% | $2,912-47.8% | $4,660-67.4% |
| Participant deferral / active EE | $5,320 | $4,643+14.6% | $4,319+23.2% | $6,688-20.5% |
| Admin fee / account holder | $762 | $8,415-90.9% | $7,386-89.7% | $13,397-94.3% |