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 | $26,919 | $177,572-84.8% | $154,803-82.6% | $142,382-81.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 49.88% | 65.07%-15.2pp | 58.88%-9.0pp | 217.08%-167.2pp |
| Employer contribution / active EE | $3,204 | $4,810-33.4% | $4,305-25.6% | $4,299-25.5% |
| Participant deferral / active EE | $7,418 | $6,272+18.3% | $5,540+33.9% | $6,507+14.0% |
| Admin fee / account holder | $3,731 | $16,786-77.8% | $14,329-74.0% | $12,624-70.4% |