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 5-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 | $68,889 | $110,257-37.5% | $96,544-28.6% | $139,434-50.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 505.37% | 26.32%+479.1pp | 25.84%+479.5pp | 372.94%+132.4pp |
| Employer contribution / active EE | $1,411 | $3,620-61.0% | $2,965-52.4% | $4,751-70.3% |
| Participant deferral / active EE | $2,939 | $5,548-47.0% | $4,851-39.4% | $6,710-56.2% |
| Admin fee / account holder | $330 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |