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 10-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 | $19,616 | $107,934-81.8% | $91,989-78.7% | $152,861-87.2% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 22.47% | 89.24%-66.8pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,431 | $4,210+52.8% | $3,452+86.3% | $4,762+35.0% |
| Participant deferral / active EE | $2,868 | $6,364-54.9% | $5,923-51.6% | $5,850-51.0% |
| Admin fee / account holder | $601 | $10,520-94.3% | $7,743-92.2% | $11,596-94.8% |