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 7-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 | $31,224 | $109,327-71.4% | $89,391-65.1% | $158,922-80.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 32.11% | 345.68%-313.6pp | 245.62%-213.5pp | 302.83%-270.7pp |
| Employer contribution / active EE | $5,093 | $3,170+60.7% | $2,586+97.0% | $4,761+7.0% |
| Participant deferral / active EE | $11,913 | $4,598+159.1% | $3,890+206.2% | $5,982+99.1% |
| Admin fee / account holder | $3,055 | $6,153-50.3% | $4,881-37.4% | $11,246-72.8% |