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 | $26,605 | $58,208-54.3% | $81,812-67.5% | $80,856-67.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 17.86% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,352 | $2,340+0.5% | $2,912-19.2% | $2,755-14.6% |
| Participant deferral / active EE | $5,533 | $3,281+68.6% | $4,319+28.1% | $4,296+28.8% |
| Admin fee / account holder | $321 | $4,981-93.6% | $7,386-95.7% | $6,918-95.4% |