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 | $20,204 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 129.29% | 98.13%+31.2pp | 418.34%-289.0pp | 561.29%-432.0pp |
| Employer contribution / active EE | $1,922 | $5,286-63.6% | $4,933-61.0% | $4,660-58.8% |
| Participant deferral / active EE | $5,375 | $8,428-36.2% | $8,070-33.4% | $6,688-19.6% |
| Admin fee / account holder | $1,118 | $15,044-92.6% | $12,998-91.4% | $13,397-91.7% |