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 9-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 | $15,394 | $102,966-85.0% | $90,281-82.9% | $152,861-89.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 39.66% | 95.16%-55.5pp | 78.10%-38.4pp | 345.32%-305.7pp |
| Employer contribution / active EE | $2,662 | $3,139-15.2% | $2,854-6.7% | $4,762-44.1% |
| Participant deferral / active EE | $5,652 | $4,281+32.0% | $3,885+45.5% | $5,850-3.4% |
| Admin fee / account holder | $302 | $6,171-95.1% | $5,351-94.4% | $11,596-97.4% |