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 | $33,575 | $102,317-67.2% | $146,958-77.2% | $80,856-58.5% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 16.10% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,053 | $3,713-17.8% | $4,933-38.1% | $2,755+10.8% |
| Participant deferral / active EE | $6,224 | $6,644-6.3% | $8,070-22.9% | $4,296+44.9% |
| Admin fee / account holder | $1,749 | $7,941-78.0% | $12,998-86.5% | $6,918-74.7% |