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 | $22,283 | $65,409-65.9% | $98,442-77.4% | $85,850-74.0% |
| Participation rate | 86.4% | 65.0%+21.4pp | 73.3%+13.0pp | 69.3%+17.0pp |
| Annual return | 16.98% | 21.76%-4.8pp | 1492.73%-1475.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $4,168 | $2,168+92.3% | $2,960+40.8% | $2,565+62.5% |
| Participant deferral / active EE | $7,274 | $3,166+129.7% | $4,276+70.1% | $3,952+84.1% |
| Admin fee / account holder | $3,336 | $4,593-27.4% | $5,949-43.9% | $6,260-46.7% |