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 | $13,729 | $58,208-76.4% | $81,812-83.2% | $80,856-83.0% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.3%+18.8pp | 67.6%+23.5pp |
| Annual return | 16.50% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,210 | $2,340-48.3% | $2,912-58.4% | $2,755-56.1% |
| Participant deferral / active EE | $1,891 | $3,281-42.4% | $4,319-56.2% | $4,296-56.0% |
| Admin fee / account holder | $870 | $4,981-82.5% | $7,386-88.2% | $6,918-87.4% |