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 | $18,178 | $158,398-88.5% | $126,539-85.6% | $142,382-87.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 21.04% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,228 | $4,650-73.6% | $3,674-66.6% | $4,299-71.4% |
| Participant deferral / active EE | $4,550 | $4,767-4.5% | $4,083+11.5% | $6,507-30.1% |
| Admin fee / account holder | $3,158 | $6,918-54.4% | $6,065-47.9% | $12,624-75.0% |