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 | $25,332 | $70,606-64.1% | $53,898-53.0% | $142,382-82.2% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 23.00% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,600 | $1,202+116.3% | $932+178.9% | $4,299-39.5% |
| Participant deferral / active EE | $2,649 | $2,364+12.1% | $1,826+45.1% | $6,507-59.3% |
| Admin fee / account holder | $4,276 | $2,852+49.9% | $2,491+71.7% | $12,624-66.1% |