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 | $19,107 | $58,208-67.2% | $81,812-76.6% | $80,856-76.4% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.3%+12.3pp | 67.6%+17.0pp |
| Annual return | 41.25% | 41.66%-0.4pp | 773.79%-732.5pp | 35.59%+5.7pp |
| Employer contribution / active EE | $1,930 | $2,340-17.5% | $2,912-33.7% | $2,755-29.9% |
| Participant deferral / active EE | $2,845 | $3,281-13.3% | $4,319-34.1% | $4,296-33.8% |
| Admin fee / account holder | $1,103 | $4,981-77.9% | $7,386-85.1% | $6,918-84.1% |