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 6-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 | $40,642 | $96,635-57.9% | $86,612-53.1% | $139,434-70.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 15.82% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,213 | $3,263-32.2% | $3,022-26.8% | $4,751-53.4% |
| Participant deferral / active EE | $6,862 | $4,836+41.9% | $4,438+54.6% | $6,710+2.3% |
| Admin fee / account holder | $3,527 | $6,408-45.0% | $5,614-37.2% | $11,403-69.1% |