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 3-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 | $13,933 | $158,398-91.2% | $126,539-89.0% | $142,382-90.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 26.55% | 593.76%-567.2pp | 425.95%-399.4pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,437 | $4,650-47.6% | $3,674-33.7% | $4,299-43.3% |
| Participant deferral / active EE | $3,648 | $4,767-23.5% | $4,083-10.7% | $6,507-43.9% |
| Admin fee / account holder | $404 | $6,918-94.2% | $6,065-93.3% | $12,624-96.8% |