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 6-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 | $28,466 | $157,256-81.9% | $141,162-79.8% | $152,861-81.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,860 | $5,261-7.6% | $4,735+2.6% | $4,762+2.1% |
| Participant deferral / active EE | $4,441 | $7,109-37.5% | $6,709-33.8% | $5,850-24.1% |
| Admin fee / account holder | $2,152 | $12,120-82.2% | $10,261-79.0% | $11,596-81.4% |