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 | $66,634 | $91,538-27.2% | $129,995-48.7% | $75,163-11.3% |
| Participation rate | 96.8% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 24.11% | -631.11%+655.2pp | -137.18%+161.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $8,368 | $2,845+194.1% | $4,320+93.7% | $2,670+213.4% |
| Participant deferral / active EE | $11,320 | $4,341+160.8% | $5,820+94.5% | $4,125+174.4% |
| Admin fee / account holder | $308 | $6,790-95.5% | $10,614-97.1% | $5,651-94.5% |