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 | $24,672 | $175,202-85.9% | $149,673-83.5% | $139,434-82.3% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 24.03% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,963 | $5,474-64.1% | $4,818-59.2% | $4,751-58.7% |
| Participant deferral / active EE | $4,149 | $6,519-36.4% | $5,680-27.0% | $6,710-38.2% |
| Admin fee / account holder | $1,128 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |