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 5-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 | $15,632 | $49,922-68.7% | $80,569-80.6% | $75,163-79.2% |
| Participation rate | 85.2% | 55.3%+29.9pp | 67.0%+18.2pp | 67.2%+18.0pp |
| Annual return | 42.19% | 34.69%+7.5pp | 935.43%-893.2pp | 160.62%-118.4pp |
| Employer contribution / active EE | $1,954 | $1,698+15.1% | $2,723-28.2% | $2,670-26.8% |
| Participant deferral / active EE | $3,231 | $2,990+8.1% | $4,447-27.3% | $4,125-21.7% |
| Admin fee / account holder | $492 | $3,577-86.2% | $5,377-90.8% | $5,651-91.3% |