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 | $11,080 | $158,398-93.0% | $126,539-91.2% | $142,382-92.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 23.44% | 593.76%-570.3pp | 425.95%-402.5pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,212 | $4,650-73.9% | $3,674-67.0% | $4,299-71.8% |
| Participant deferral / active EE | $2,315 | $4,767-51.4% | $4,083-43.3% | $6,507-64.4% |
| Admin fee / account holder | $347 | $6,918-95.0% | $6,065-94.3% | $12,624-97.2% |