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 | $34,528 | $156,846-78.0% | $121,098-71.5% | $139,434-75.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 15.76% | 1474.56%-1458.8pp | 985.75%-970.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,081 | $5,536-62.4% | $4,164-50.0% | $4,751-56.2% |
| Participant deferral / active EE | $5,312 | $4,844+9.7% | $4,080+30.2% | $6,710-20.8% |
| Admin fee / account holder | $343 | $6,946-95.1% | $5,644-93.9% | $11,403-97.0% |