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 | $25,761 | $70,606-63.5% | $53,898-52.2% | $142,382-81.9% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 22.50% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,691 | $1,202+40.7% | $932+81.5% | $4,299-60.7% |
| Participant deferral / active EE | $5,605 | $2,364+137.1% | $1,826+206.9% | $6,507-13.9% |
| Admin fee / account holder | $866 | $2,852-69.6% | $2,491-65.2% | $12,624-93.1% |