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 | $24,487 | $108,919-77.5% | $100,391-75.6% | $145,922-83.2% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 12.10% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,860 | $4,419-12.6% | $3,942-2.1% | $4,660-17.2% |
| Participant deferral / active EE | $3,860 | $8,445-54.3% | $8,082-52.2% | $6,688-42.3% |
| Admin fee / account holder | $7,182 | $9,689-25.9% | $7,899-9.1% | $13,397-46.4% |