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 4-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 | $24,065 | $53,516-55.0% | $126,539-81.0% | $84,808-71.6% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 19.16% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,975 | $2,671+86.3% | $4,083+21.9% | $4,212+18.1% |
| Admin fee / account holder | $2,640 | $4,497-41.3% | $6,065-56.5% | $7,344-64.1% |