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 6-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 | $35,200 | $102,317-65.6% | $146,958-76.0% | $80,856-56.5% |
| Participation rate | 86.0% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 18.05% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,564 | $3,713-30.9% | $4,933-48.0% | $2,755-6.9% |
| Participant deferral / active EE | $4,993 | $6,644-24.9% | $8,070-38.1% | $4,296+16.2% |
| Admin fee / account holder | $6,217 | $7,941-21.7% | $12,998-52.2% | $6,918-10.1% |