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 7-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 | $25,201 | $68,547-63.2% | $120,354-79.1% | $80,856-68.8% |
| Participation rate | 77.8% | 61.6%+16.2pp | 71.9%+5.9pp | 67.6%+10.1pp |
| Annual return | 139.39% | 23.60%+115.8pp | 107.15%+32.2pp | 35.59%+103.8pp |
| Employer contribution / active EE | $1,467 | $2,051-28.5% | $3,463-57.6% | $2,755-46.7% |
| Participant deferral / active EE | $2,477 | $3,173-21.9% | $4,991-50.4% | $4,296-42.3% |
| Admin fee / account holder | $459 | $5,732-92.0% | $9,423-95.1% | $6,918-93.4% |