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 8-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 | $20,633 | $77,145-73.3% | $108,410-81.0% | $85,850-76.0% |
| Participation rate | 91.7% | 74.7%+17.0pp | 80.1%+11.5pp | 69.3%+22.4pp |
| Annual return | 40.85% | 44.54%-3.7pp | 905.27%-864.4pp | 318.53%-277.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,435 | $5,566-2.3% | $6,563-17.2% | $3,952+37.5% |
| Admin fee / account holder | $1,852 | $5,172-64.2% | $7,295-74.6% | $6,260-70.4% |