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 | $34,943 | $102,317-65.8% | $146,958-76.2% | $80,856-56.8% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.8pp | 67.6%+13.8pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,591 | $3,713-30.2% | $4,933-47.5% | $2,755-5.9% |
| Participant deferral / active EE | $5,747 | $6,644-13.5% | $8,070-28.8% | $4,296+33.8% |
| Admin fee / account holder | $3,714 | $7,941-53.2% | $12,998-71.4% | $6,918-46.3% |