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 4-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 | $30,126 | $48,795-38.3% | $65,493-54.0% | $84,808-64.5% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 19.11% | 20.20%-1.1pp | 982.45%-963.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,402 | $1,930+24.5% | $2,574-6.7% | $2,631-8.7% |
| Participant deferral / active EE | $5,464 | $2,928+86.6% | $3,961+38.0% | $4,212+29.7% |
| Admin fee / account holder | $620 | $3,877-84.0% | $5,028-87.7% | $7,344-91.6% |