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 | $34,001 | $93,373-63.6% | $152,466-77.7% | $85,850-60.4% |
| Participation rate | 71.8% | 70.1%+1.7pp | 78.2%-6.4pp | 69.3%+2.5pp |
| Annual return | 16.54% | 21.84%-5.3pp | 757.33%-740.8pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,421 | $2,996-52.6% | $4,327-67.1% | $2,565-44.6% |
| Participant deferral / active EE | $5,903 | $4,550+29.7% | $5,820+1.4% | $3,952+49.4% |
| Admin fee / account holder | $3,681 | $13,853-73.4% | $15,805-76.7% | $6,260-41.2% |