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 | $25,311 | $190,805-86.7% | $159,960-84.2% | $134,475-81.2% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -17.72% | 552.23%-570.0pp | 408.60%-426.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,863 | $4,995-62.7% | $4,226-55.9% | $4,740-60.7% |
| Participant deferral / active EE | $4,530 | $6,923-34.6% | $6,182-26.7% | $6,400-29.2% |
| Admin fee / account holder | $1,034 | $10,471-90.1% | $8,698-88.1% | $11,426-91.0% |