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 | $20,301 | $175,202-88.4% | $149,673-86.4% | $139,434-85.4% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 29.83% | 166.71%-136.9pp | 134.42%-104.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $2,266 | $5,474-58.6% | $4,818-53.0% | $4,751-52.3% |
| Participant deferral / active EE | $5,374 | $6,519-17.6% | $5,680-5.4% | $6,710-19.9% |
| Admin fee / account holder | $594 | $16,150-96.3% | $13,210-95.5% | $11,403-94.8% |