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 | $42,732 | $105,998-59.7% | $92,233-53.7% | $147,584-71.0% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 16.28% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,406 | $4,333-67.6% | $3,679-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $4,550 | $4,478+1.6% | $3,897+16.8% | $5,439-16.3% |
| Admin fee / account holder | $1,675 | $6,332-73.5% | $5,194-67.7% | $10,885-84.6% |