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 | $24,813 | $159,901-84.5% | $146,958-83.1% | $145,922-83.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 26.87% | 98.13%-71.3pp | 418.34%-391.5pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,766 | $5,286-47.7% | $4,933-43.9% | $4,660-40.6% |
| Participant deferral / active EE | $4,195 | $8,428-50.2% | $8,070-48.0% | $6,688-37.3% |
| Admin fee / account holder | $2,991 | $15,044-80.1% | $12,998-77.0% | $13,397-77.7% |