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 3-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 | $34,528 | $70,606-51.1% | $53,898-35.9% | $142,382-75.8% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 19.06% | 619.81%-600.8pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,882 | $1,202+139.7% | $932+209.2% | $4,299-33.0% |
| Participant deferral / active EE | $8,265 | $2,364+249.6% | $1,826+352.6% | $6,507+27.0% |
| Admin fee / account holder | $1,441 | $2,852-49.5% | $2,491-42.2% | $12,624-88.6% |