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 | $32,808 | $57,281-42.7% | $86,612-62.1% | $75,163-56.4% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 17.89% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,030 | $2,314-55.5% | $3,022-65.9% | $2,670-61.4% |
| Participant deferral / active EE | $3,935 | $3,318+18.6% | $4,438-11.3% | $4,125-4.6% |
| Admin fee / account holder | $2,442 | $4,112-40.6% | $5,614-56.5% | $5,651-56.8% |