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 | $31,957 | $102,317-68.8% | $146,958-78.3% | $80,856-60.5% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 15.69% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,672 | $3,713-55.0% | $4,933-66.1% | $2,755-39.3% |
| Participant deferral / active EE | $4,059 | $6,644-38.9% | $8,070-49.7% | $4,296-5.5% |
| Admin fee / account holder | $1,911 | $7,941-75.9% | $12,998-85.3% | $6,918-72.4% |