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 7-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 | $41,054 | $48,795-15.9% | $65,493-37.3% | $84,808-51.6% |
| Participation rate | 71.4% | 67.0%+4.4pp | 73.1%-1.7pp | 68.3%+3.1pp |
| Annual return | 19.53% | 20.20%-0.7pp | 982.45%-962.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,860 | $2,928+134.3% | $3,961+73.2% | $4,212+62.9% |
| Admin fee / account holder | $491 | $3,877-87.3% | $5,028-90.2% | $7,344-93.3% |