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 8-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 | $36,987 | $159,901-76.9% | $146,958-74.8% | $145,922-74.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.22% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,214 | $5,286-39.2% | $4,933-34.9% | $4,660-31.0% |
| Participant deferral / active EE | $3,782 | $8,428-55.1% | $8,070-53.1% | $6,688-43.4% |
| Admin fee / account holder | $3,689 | $15,044-75.5% | $12,998-71.6% | $13,397-72.5% |