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 4-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 | $25,575 | $72,400-64.7% | $67,502-62.1% | $145,922-82.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 38.98% | 7182.46%-7143.5pp | 3512.12%-3473.1pp | 561.29%-522.3pp |
| Employer contribution / active EE | $2,854 | $3,069-7.0% | $2,731+4.5% | $4,660-38.8% |
| Participant deferral / active EE | $11,525 | $4,783+141.0% | $4,000+188.1% | $6,688+72.3% |
| Admin fee / account holder | $711 | $5,539-87.2% | $3,998-82.2% | $13,397-94.7% |