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 | $27,768 | $159,901-82.6% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.97% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,728 | $5,286-48.4% | $4,933-44.7% | $4,660-41.4% |
| Participant deferral / active EE | $10,954 | $8,428+30.0% | $8,070+35.7% | $6,688+63.8% |
| Admin fee / account holder | $5,436 | $15,044-63.9% | $12,998-58.2% | $13,397-59.4% |