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 | $17,884 | $114,047-84.3% | $96,139-81.4% | $167,490-89.3% |
| Participation rate | 72.7% | 75.1%-2.3pp | 68.4%+4.3pp | 82.1%-9.4pp |
| Annual return | 15.83% | 189.88%-174.1pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,118 | $3,427-67.4% | $2,797-60.0% | $4,837-76.9% |
| Participant deferral / active EE | $1,903 | $5,194-63.4% | $4,349-56.2% | $6,341-70.0% |
| Admin fee / account holder | $3,489 | $6,897-49.4% | $5,537-37.0% | $12,309-71.7% |