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 | $16,047 | $104,907-84.7% | $84,611-81.0% | $152,861-89.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 30.71% | 373.79%-343.1pp | 258.74%-228.0pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,527 | $3,302-53.7% | $2,652-42.4% | $4,762-67.9% |
| Participant deferral / active EE | $2,432 | $4,688-48.1% | $3,899-37.6% | $5,850-58.4% |
| Admin fee / account holder | $773 | $6,241-87.6% | $4,912-84.3% | $11,596-93.3% |