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 | $52,859 | $111,724-52.7% | $93,606-43.5% | $145,922-63.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 12.94% | 202.98%-190.0pp | 133.20%-120.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,718 | $3,090-44.4% | $2,420-29.0% | $4,660-63.1% |
| Participant deferral / active EE | $4,616 | $4,912-6.0% | $4,411+4.6% | $6,688-31.0% |
| Admin fee / account holder | $543 | $10,250-94.7% | $8,285-93.4% | $13,397-95.9% |