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 | $24,132 | $57,016-57.7% | $84,966-71.6% | $80,856-70.2% |
| Participation rate | 90.3% | 56.3%+34.0pp | 67.5%+22.8pp | 67.6%+22.7pp |
| Annual return | 116.12% | 21.66%+94.5pp | 66.38%+49.7pp | 35.59%+80.5pp |
| Employer contribution / active EE | $2,551 | $1,798+41.9% | $2,727-6.5% | $2,755-7.4% |
| Participant deferral / active EE | $6,597 | $3,110+112.1% | $4,519+46.0% | $4,296+53.6% |
| Admin fee / account holder | $2,495 | $4,980-49.9% | $6,149-59.4% | $6,918-63.9% |