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 | $28,580 | $68,346-58.2% | $94,646-69.8% | $75,163-62.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 23.17% | 616.93%-593.8pp | 156.71%-133.5pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,232 | $2,701+19.7% | $3,672-12.0% | $2,670+21.1% |
| Participant deferral / active EE | $8,001 | $6,537+22.4% | $7,418+7.9% | $4,125+94.0% |
| Admin fee / account holder | $421 | $5,326-92.1% | $7,231-94.2% | $5,651-92.5% |