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 | $33,797 | $165,984-79.6% | $164,813-79.5% | $145,922-76.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.37% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,521 | $5,273-71.2% | $4,341-65.0% | $4,660-67.4% |
| Participant deferral / active EE | $10,183 | $6,959+46.3% | $6,031+68.8% | $6,688+52.3% |
| Admin fee / account holder | $2,106 | $16,648-87.3% | $12,690-83.4% | $13,397-84.3% |