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 | $36,908 | $74,888-50.7% | $71,209-48.2% | $142,382-74.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.77% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,240 | $2,854+48.5% | $2,721+55.8% | $4,299-1.4% |
| Participant deferral / active EE | $11,909 | $4,454+167.4% | $4,175+185.2% | $6,507+83.0% |
| Admin fee / account holder | $20,400 | $5,568+266.4% | $5,349+281.4% | $12,624+61.6% |