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 | $16,572 | $183,519-91.0% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.75% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,333 | $5,313-56.1% | $4,672-50.1% | $4,660-49.9% |
| Participant deferral / active EE | $5,190 | $6,462-19.7% | $5,626-7.8% | $6,688-22.4% |
| Admin fee / account holder | $670 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |