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 | $41,018 | $165,984-75.3% | $164,813-75.1% | $145,922-71.9% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 14.33% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,538 | $5,273-51.9% | $4,341-41.5% | $4,660-45.5% |
| Participant deferral / active EE | $5,189 | $6,959-25.4% | $6,031-14.0% | $6,688-22.4% |
| Admin fee / account holder | $334 | $16,648-98.0% | $12,690-97.4% | $13,397-97.5% |