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 | $12,241 | $22,587-45.8% | $65,255-81.2% | $75,163-83.7% |
| Participation rate | 91.9% | 63.1%+28.8pp | 65.0%+26.9pp | 67.2%+24.7pp |
| Annual return | 168.44% | 71.03%+97.4pp | 47.35%+121.1pp | 160.62%+7.8pp |
| Employer contribution / active EE | $2,219 | $941+135.9% | $1,691+31.2% | $2,670-16.9% |
| Participant deferral / active EE | $2,787 | $1,695+64.4% | $2,831-1.6% | $4,125-32.4% |
| Admin fee / account holder | $1,984 | $1,876+5.8% | $4,112-51.8% | $5,651-64.9% |