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 3-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 | $13,115 | $158,398-91.7% | $126,539-89.6% | $142,382-90.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 26.10% | 593.76%-567.7pp | 425.95%-399.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,707 | $4,650-63.3% | $3,674-53.5% | $4,299-60.3% |
| Participant deferral / active EE | $4,226 | $4,767-11.3% | $4,083+3.5% | $6,507-35.1% |
| Admin fee / account holder | $386 | $6,918-94.4% | $6,065-93.6% | $12,624-96.9% |