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 | $21,346 | $159,901-86.7% | $146,958-85.5% | $145,922-85.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,258 | $5,286-76.2% | $4,933-74.5% | $4,660-73.0% |
| Participant deferral / active EE | $4,828 | $8,428-42.7% | $8,070-40.2% | $6,688-27.8% |
| Admin fee / account holder | $403 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |