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 | $40,289 | $70,756-43.1% | $65,493-38.5% | $142,382-71.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 24.58% | 1754.89%-1730.3pp | 982.45%-957.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,869 | $2,881-35.1% | $2,574-27.4% | $4,299-56.5% |
| Participant deferral / active EE | $5,019 | $4,637+8.2% | $3,961+26.7% | $6,507-22.9% |
| Admin fee / account holder | $3,194 | $6,559-51.3% | $5,028-36.5% | $12,624-74.7% |