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 | $24,014 | $210,648-88.6% | $177,989-86.5% | $145,922-83.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 21.16% | 385.86%-364.7pp | 294.48%-273.3pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,022 | $4,565-77.6% | $3,949-74.1% | $4,660-78.1% |
| Participant deferral / active EE | $11,551 | $6,958+66.0% | $6,276+84.1% | $6,688+72.7% |
| Admin fee / account holder | $1,952 | $12,013-83.8% | $10,363-81.2% | $13,397-85.4% |