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 | $26,444 | $48,795-45.8% | $65,493-59.6% | $84,808-68.8% |
| Participation rate | 81.3% | 67.0%+14.3pp | 73.1%+8.2pp | 68.3%+12.9pp |
| Annual return | 12.02% | 20.20%-8.2pp | 982.45%-970.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,811 | $1,930+45.7% | $2,574+9.2% | $2,631+6.9% |
| Participant deferral / active EE | $2,273 | $2,928-22.4% | $3,961-42.6% | $4,212-46.0% |
| Admin fee / account holder | $727 | $3,877-81.3% | $5,028-85.5% | $7,344-90.1% |