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 | $34,977 | $210,648-83.4% | $177,989-80.3% | $145,922-76.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.72% | 385.86%-371.1pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,746 | $4,565-39.8% | $3,949-30.5% | $4,660-41.1% |
| Participant deferral / active EE | $3,570 | $6,958-48.7% | $6,276-43.1% | $6,688-46.6% |
| Admin fee / account holder | $1,874 | $12,013-84.4% | $10,363-81.9% | $13,397-86.0% |