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 | $22,318 | $107,334-79.2% | $92,893-76.0% | $152,861-85.4% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 23.94% | 145.58%-121.6pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,144 | $4,221-49.2% | $3,653-41.3% | $4,762-55.0% |
| Participant deferral / active EE | $5,156 | $4,845+6.4% | $4,236+21.7% | $5,850-11.9% |
| Admin fee / account holder | $1,067 | $7,079-84.9% | $5,794-81.6% | $11,596-90.8% |