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 | $26,621 | $48,795-45.4% | $65,493-59.4% | $84,808-68.6% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.5pp |
| Annual return | 28.94% | 20.20%+8.7pp | 982.45%-953.5pp | 40.90%-12.0pp |
| Employer contribution / active EE | $2,981 | $1,930+54.5% | $2,574+15.8% | $2,631+13.3% |
| Participant deferral / active EE | $3,997 | $2,928+36.5% | $3,961+0.9% | $4,212-5.1% |
| Admin fee / account holder | $509 | $3,877-86.9% | $5,028-89.9% | $7,344-93.1% |