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 8-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 | $20,280 | $158,398-87.2% | $126,539-84.0% | $142,382-85.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 12.70% | 593.76%-581.1pp | 425.95%-413.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,770 | $4,650-61.9% | $3,674-51.8% | $4,299-58.8% |
| Participant deferral / active EE | $1,847 | $4,767-61.2% | $4,083-54.8% | $6,507-71.6% |
| Admin fee / account holder | $4,724 | $6,918-31.7% | $6,065-22.1% | $12,624-62.6% |