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 8-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 | $42,374 | $102,317-58.6% | $146,958-71.2% | $80,856-47.6% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 29.57% | 134.76%-105.2pp | 418.34%-388.8pp | 35.59%-6.0pp |
| Employer contribution / active EE | $1,992 | $3,713-46.4% | $4,933-59.6% | $2,755-27.7% |
| Participant deferral / active EE | $8,275 | $6,644+24.6% | $8,070+2.5% | $4,296+92.6% |
| Admin fee / account holder | $2,593 | $7,941-67.3% | $12,998-80.1% | $6,918-62.5% |