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 5-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 | $22,891 | $24,730-7.4% | $66,042-65.3% | $84,808-73.0% |
| Participation rate | 77.1% | 68.1%+9.1pp | 67.5%+9.6pp | 68.3%+8.8pp |
| Annual return | 46.35% | 79.55%-33.2pp | 52.11%-5.8pp | 40.90%+5.5pp |
| Employer contribution / active EE | $2,080 | $857+142.9% | $1,579+31.7% | $2,631-20.9% |
| Participant deferral / active EE | $5,091 | $1,737+193.1% | $2,835+79.6% | $4,212+20.9% |
| Admin fee / account holder | $1,981 | $3,014-34.3% | $5,747-65.5% | $7,344-73.0% |