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 5-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 | $16,237 | $90,348-82.0% | $75,972-78.6% | $145,922-88.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 15.70% | 620.88%-605.2pp | 359.55%-343.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,272 | $3,311-1.2% | $2,685+21.9% | $4,660-29.8% |
| Participant deferral / active EE | $4,149 | $5,162-19.6% | $4,255-2.5% | $6,688-38.0% |
| Admin fee / account holder | $1,306 | $8,467-84.6% | $6,467-79.8% | $13,397-90.3% |