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 | $45,296 | $159,901-71.7% | $146,958-69.2% | $145,922-69.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 10.66% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,830 | $5,286-65.4% | $4,933-62.9% | $4,660-60.7% |
| Participant deferral / active EE | $6,304 | $8,428-25.2% | $8,070-21.9% | $6,688-5.7% |
| Admin fee / account holder | $9,919 | $15,044-34.1% | $12,998-23.7% | $13,397-26.0% |