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 6-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 | $17,024 | $138,044-87.7% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -16.35% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,175 | $5,243-39.4% | $4,814-34.0% | $4,740-33.0% |
| Participant deferral / active EE | $6,058 | $7,799-22.3% | $7,446-18.6% | $6,400-5.3% |
| Admin fee / account holder | $461 | $11,571-96.0% | $10,010-95.4% | $11,426-96.0% |