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 | $29,887 | $102,317-70.8% | $146,958-79.7% | $80,856-63.0% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.2%+16.0pp | 67.6%+30.5pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,193 | $3,713-14.0% | $4,933-35.3% | $2,755+15.9% |
| Participant deferral / active EE | $6,468 | $6,644-2.6% | $8,070-19.8% | $4,296+50.6% |
| Admin fee / account holder | $1,611 | $7,941-79.7% | $12,998-87.6% | $6,918-76.7% |