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 | $27,079 | $102,317-73.5% | $146,958-81.6% | $80,856-66.5% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 15.60% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,789 | $3,713-51.8% | $4,933-63.7% | $2,755-35.1% |
| Participant deferral / active EE | $4,148 | $6,644-37.6% | $8,070-48.6% | $4,296-3.4% |
| Admin fee / account holder | $1,154 | $7,941-85.5% | $12,998-91.1% | $6,918-83.3% |