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 8-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 | $36,707 | $58,208-36.9% | $81,812-55.1% | $80,856-54.6% |
| Participation rate | 83.8% | 63.4%+20.4pp | 72.3%+11.5pp | 67.6%+16.2pp |
| Annual return | 19.26% | 41.66%-22.4pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $4,916 | $2,340+110.1% | $2,912+68.8% | $2,755+78.5% |
| Participant deferral / active EE | $4,668 | $3,281+42.3% | $4,319+8.1% | $4,296+8.7% |
| Admin fee / account holder | $1,364 | $4,981-72.6% | $7,386-81.5% | $6,918-80.3% |