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 6-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 | $73,779 | $111,724-34.0% | $93,606-21.2% | $145,922-49.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 10.36% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,849 | $3,090-40.1% | $2,420-23.6% | $4,660-60.3% |
| Participant deferral / active EE | $6,738 | $4,912+37.2% | $4,411+52.7% | $6,688+0.8% |
| Admin fee / account holder | $390 | $10,250-96.2% | $8,285-95.3% | $13,397-97.1% |