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 5-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 | $28,546 | $74,888-61.9% | $71,209-59.9% | $142,382-80.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 51.74% | 345.14%-293.4pp | 282.51%-230.8pp | 217.08%-165.3pp |
| Employer contribution / active EE | $2,396 | $2,854-16.0% | $2,721-11.9% | $4,299-44.3% |
| Participant deferral / active EE | $2,724 | $4,454-38.9% | $4,175-34.8% | $6,507-58.1% |
| Admin fee / account holder | $327 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |