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 7-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 | $11,576 | $111,754-89.6% | $103,333-88.8% | $145,922-92.1% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 65.80% | 24.77%+41.0pp | 24.88%+40.9pp | 561.29%-495.5pp |
| Employer contribution / active EE | $3,979 | $4,212-5.5% | $3,868+2.9% | $4,660-14.6% |
| Participant deferral / active EE | $4,862 | $5,619-13.5% | $5,057-3.9% | $6,688-27.3% |
| Admin fee / account holder | $965 | $9,750-90.1% | $8,355-88.5% | $13,397-92.8% |