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 | $20,686 | $85,022-75.7% | $70,515-70.7% | $139,434-85.2% |
| Participation rate | 82.6% | 73.9%+8.7pp | 68.3%+14.3pp | 80.3%+2.3pp |
| Annual return | 77.18% | 30.38%+46.8pp | 32.77%+44.4pp | 372.94%-295.8pp |
| Employer contribution / active EE | $1,405 | $3,909-64.1% | $2,973-52.8% | $4,751-70.4% |
| Participant deferral / active EE | $3,380 | $5,890-42.6% | $4,567-26.0% | $6,710-49.6% |
| Admin fee / account holder | $748 | $8,906-91.6% | $6,412-88.3% | $11,403-93.4% |