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 | $28,517 | $49,922-42.9% | $80,569-64.6% | $75,163-62.1% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.8pp | 67.2%+26.6pp |
| Annual return | 20.48% | 34.69%-14.2pp | 935.43%-915.0pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,397 | $1,698+100.0% | $2,723+24.7% | $2,670+27.2% |
| Participant deferral / active EE | $4,389 | $2,990+46.8% | $4,447-1.3% | $4,125+6.4% |
| Admin fee / account holder | $3,001 | $3,577-16.1% | $5,377-44.2% | $5,651-46.9% |