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 7-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 | $40,894 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 113.82% | 79.19%+34.6pp | 68.23%+45.6pp | 372.94%-259.1pp |
| Employer contribution / active EE | $2,068 | $5,243-60.6% | $4,856-57.4% | $4,751-56.5% |
| Participant deferral / active EE | $6,449 | $8,100-20.4% | $7,758-16.9% | $6,710-3.9% |
| Admin fee / account holder | $5,040 | $12,400-59.4% | $10,762-53.2% | $11,403-55.8% |