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 | $33,065 | $90,348-63.4% | $75,972-56.5% | $145,922-77.3% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.1%+17.3pp | 80.3%+6.1pp |
| Annual return | 11.47% | 620.88%-609.4pp | 359.55%-348.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,378 | $3,311-28.2% | $2,685-11.4% | $4,660-49.0% |
| Participant deferral / active EE | $7,446 | $5,162+44.3% | $4,255+75.0% | $6,688+11.3% |
| Admin fee / account holder | $1,921 | $8,467-77.3% | $6,467-70.3% | $13,397-85.7% |