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 | $24,376 | $69,207-64.8% | $64,056-61.9% | $139,434-82.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 58.59% | 45.88%+12.7pp | 33.69%+24.9pp | 372.94%-314.4pp |
| Employer contribution / active EE | $1,089 | $3,182-65.8% | $2,747-60.3% | $4,751-77.1% |
| Participant deferral / active EE | $5,801 | $4,682+23.9% | $3,880+49.5% | $6,710-13.5% |
| Admin fee / account holder | $4,157 | $4,244-2.1% | $3,068+35.5% | $11,403-63.5% |