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 9-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 | $30,851 | $106,890-71.1% | $84,015-63.3% | $152,861-79.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 21.47% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,244 | $2,734-54.5% | $1,983-37.3% | $4,762-73.9% |
| Participant deferral / active EE | $7,400 | $4,011+84.5% | $3,239+128.5% | $5,850+26.5% |
| Admin fee / account holder | $349 | $8,285-95.8% | $6,101-94.3% | $11,596-97.0% |