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 | $23,617 | $74,888-68.5% | $71,209-66.8% | $142,382-83.4% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 24.86% | 345.14%-320.3pp | 282.51%-257.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,624 | $2,854+62.0% | $2,721+69.9% | $4,299+7.6% |
| Participant deferral / active EE | $7,493 | $4,454+68.2% | $4,175+79.5% | $6,507+15.1% |
| Admin fee / account holder | $493 | $5,568-91.1% | $5,349-90.8% | $12,624-96.1% |