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 4-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 | $69,995 | $111,724-37.4% | $93,606-25.2% | $145,922-52.0% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 12.05% | 202.98%-190.9pp | 133.20%-121.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,824 | $3,090-41.0% | $2,420-24.6% | $4,660-60.9% |
| Participant deferral / active EE | $4,584 | $4,912-6.7% | $4,411+3.9% | $6,688-31.5% |
| Admin fee / account holder | $2,644 | $10,250-74.2% | $8,285-68.1% | $13,397-80.3% |