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 5-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 | $29,080 | $96,635-69.9% | $86,612-66.4% | $139,434-79.1% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.0pp |
| Annual return | 19.57% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,507 | $3,263-23.2% | $3,022-17.1% | $4,751-47.2% |
| Participant deferral / active EE | $4,237 | $4,836-12.4% | $4,438-4.5% | $6,710-36.9% |
| Admin fee / account holder | $460 | $6,408-92.8% | $5,614-91.8% | $11,403-96.0% |