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 | $53,476 | $56,199-4.8% | $67,652-21.0% | $59,632-10.3% |
| Participation rate | 75.5% | 71.5%+4.0pp | 75.7%-0.2pp | 68.7%+6.8pp |
| Annual return | 1.32% | 18505.31%-18504.0pp | 6625.04%-6623.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,385 | $1,614+47.7% | $2,266+5.3% | $2,203+8.3% |
| Participant deferral / active EE | $3,729 | $2,844+31.1% | $3,560+4.8% | $3,192+16.8% |
| Admin fee / account holder | $2,497 | $3,958-36.9% | $4,821-48.2% | $4,297-41.9% |