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 7-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 | $19,910 | $49,922-60.1% | $80,569-75.3% | $75,163-73.5% |
| Participation rate | 92.5% | 55.3%+37.2pp | 67.0%+25.5pp | 67.2%+25.3pp |
| Annual return | 25.58% | 34.69%-9.1pp | 935.43%-909.8pp | 160.62%-135.0pp |
| Employer contribution / active EE | $4,418 | $1,698+160.2% | $2,723+62.2% | $2,670+65.5% |
| Participant deferral / active EE | $4,090 | $2,990+36.8% | $4,447-8.0% | $4,125-0.8% |
| Admin fee / account holder | $2,202 | $3,577-38.4% | $5,377-59.1% | $5,651-61.0% |