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 | $16,177 | $58,208-72.2% | $81,812-80.2% | $80,856-80.0% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 19.92% | 41.66%-21.7pp | 773.79%-753.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,478 | $2,340+48.6% | $2,912+19.4% | $2,755+26.3% |
| Participant deferral / active EE | $5,896 | $3,281+79.7% | $4,319+36.5% | $4,296+37.2% |
| Admin fee / account holder | $597 | $4,981-88.0% | $7,386-91.9% | $6,918-91.4% |