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 | $20,092 | $175,202-88.5% | $149,673-86.6% | $139,434-85.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,592 | $5,474-52.7% | $4,818-46.2% | $4,751-45.4% |
| Participant deferral / active EE | $6,591 | $6,519+1.1% | $5,680+16.0% | $6,710-1.8% |
| Admin fee / account holder | $1,090 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |