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 8-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 | $40,194 | $111,724-64.0% | $93,606-57.1% | $145,922-72.5% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 14.97% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,691 | $3,090-45.3% | $2,420-30.1% | $4,660-63.7% |
| Participant deferral / active EE | $3,672 | $4,912-25.2% | $4,411-16.8% | $6,688-45.1% |
| Admin fee / account holder | $422 | $10,250-95.9% | $8,285-94.9% | $13,397-96.9% |