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 4-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 | $24,309 | $158,398-84.7% | $126,539-80.8% | $142,382-82.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 27.71% | 593.76%-566.0pp | 425.95%-398.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $648 | $4,650-86.1% | $3,674-82.4% | $4,299-84.9% |
| Participant deferral / active EE | $6,344 | $4,767+33.1% | $4,083+55.4% | $6,507-2.5% |
| Admin fee / account holder | $870 | $6,918-87.4% | $6,065-85.7% | $12,624-93.1% |