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 5-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 | $14,829 | $88,751-83.3% | $81,812-81.9% | $145,922-89.8% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 10.05% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,806 | $3,083-41.4% | $2,912-38.0% | $4,660-61.2% |
| Participant deferral / active EE | $3,499 | $4,643-24.6% | $4,319-19.0% | $6,688-47.7% |
| Admin fee / account holder | $1,320 | $8,415-84.3% | $7,386-82.1% | $13,397-90.1% |