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 | $37,901 | $30,400+24.7% | $53,898-29.7% | $84,808-55.3% |
| Participation rate | 98.4% | 46.4%+51.9pp | 55.0%+43.4pp | 68.3%+30.1pp |
| Annual return | 15.60% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,851 | $603+373.1% | $932+205.9% | $2,631+8.4% |
| Participant deferral / active EE | $1,736 | $1,199+44.9% | $1,826-4.9% | $4,212-58.8% |
| Admin fee / account holder | $1,660 | $1,993-16.7% | $2,491-33.4% | $7,344-77.4% |