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 | $53,279 | $68,346-22.0% | $94,646-43.7% | $75,163-29.1% |
| Participation rate | 98.8% | 76.1%+22.7pp | 80.8%+18.0pp | 67.2%+31.6pp |
| Annual return | 24.25% | 616.93%-592.7pp | 156.71%-132.5pp | 160.62%-136.4pp |
| Employer contribution / active EE | $735 | $2,701-72.8% | $3,672-80.0% | $2,670-72.5% |
| Participant deferral / active EE | $5,104 | $6,537-21.9% | $7,418-31.2% | $4,125+23.7% |
| Admin fee / account holder | $2,960 | $5,326-44.4% | $7,231-59.1% | $5,651-47.6% |