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 | $24,251 | $85,202-71.5% | $172,739-86.0% | $72,985-66.8% |
| Participation rate | 70.6% | 70.1%+0.5pp | 82.6%-12.1pp | 69.5%+1.1pp |
| Annual return | 28.07% | 27.32%+0.8pp | 802.84%-774.8pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,714 | $3,324-18.4% | $5,143-47.2% | $2,440+11.2% |
| Participant deferral / active EE | $3,834 | $3,260+17.6% | $5,198-26.2% | $3,607+6.3% |
| Admin fee / account holder | $413 | $5,884-93.0% | $13,954-97.0% | $5,124-91.9% |