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 3-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 | $16,820 | $83,902-80.0% | $167,512-90.0% | $84,808-80.2% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 21.70% | 91.55%-69.8pp | 1615.79%-1594.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,617 | $2,264+59.8% | $3,882-6.8% | $2,631+37.5% |
| Participant deferral / active EE | $5,595 | $4,442+26.0% | $6,405-12.6% | $4,212+32.9% |
| Admin fee / account holder | $3,532 | $7,915-55.4% | $9,769-63.8% | $7,344-51.9% |