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 | $29,327 | $24,730+18.6% | $66,042-55.6% | $84,808-65.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 70.42% | 79.55%-9.1pp | 52.11%+18.3pp | 40.90%+29.5pp |
| Employer contribution / active EE | $5,771 | $857+573.6% | $1,579+265.4% | $2,631+119.3% |
| Participant deferral / active EE | $10,988 | $1,737+532.6% | $2,835+287.5% | $4,212+160.9% |
| Admin fee / account holder | $3,180 | $3,014+5.5% | $5,747-44.7% | $7,344-56.7% |