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 | $51,762 | $96,305-46.3% | $80,569-35.8% | $139,434-62.9% |
| Participation rate | 70.8% | 73.6%-2.8pp | 67.0%+3.8pp | 80.3%-9.5pp |
| Annual return | 16.32% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,068 | $3,262-67.3% | $2,723-60.8% | $4,751-77.5% |
| Participant deferral / active EE | $1,449 | $5,232-72.3% | $4,447-67.4% | $6,710-78.4% |
| Admin fee / account holder | $1,274 | $6,599-80.7% | $5,377-76.3% | $11,403-88.8% |