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 | $19,809 | $60,124-67.1% | $90,404-78.1% | $79,858-75.2% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 31.84% | 71.94%-40.1pp | 1293.02%-1261.2pp | 31.71%+0.1pp |
| Employer contribution / active EE | $2,155 | $2,068+4.2% | $3,262-33.9% | $2,471-12.8% |
| Participant deferral / active EE | $4,636 | $2,938+57.8% | $3,963+17.0% | $3,740+23.9% |
| Admin fee / account holder | $3,511 | $3,976-11.7% | $5,611-37.4% | $5,306-33.8% |