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 8-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 | $19,064 | $91,190-79.1% | $178,490-89.3% | $79,858-76.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.47% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $5,357 | $3,256+64.5% | $5,011+6.9% | $2,471+116.8% |
| Participant deferral / active EE | $4,857 | $3,236+50.1% | $5,202-6.6% | $3,740+29.9% |
| Admin fee / account holder | $913 | $6,751-86.5% | $13,984-93.5% | $5,306-82.8% |