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 6-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 | $47,916 | $111,724-57.1% | $93,606-48.8% | $145,922-67.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 16.93% | 202.98%-186.0pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,971 | $3,090-3.8% | $2,420+22.8% | $4,660-36.2% |
| Participant deferral / active EE | $8,112 | $4,912+65.2% | $4,411+83.9% | $6,688+21.3% |
| Admin fee / account holder | $3,811 | $10,250-62.8% | $8,285-54.0% | $13,397-71.6% |