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 6-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 | $24,324 | $58,208-58.2% | $81,812-70.3% | $80,856-69.9% |
| Participation rate | 71.0% | 63.4%+7.6pp | 72.3%-1.4pp | 67.6%+3.3pp |
| Annual return | 14.06% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,857 | $2,340-20.6% | $2,912-36.2% | $2,755-32.6% |
| Participant deferral / active EE | $4,221 | $3,281+28.7% | $4,319-2.3% | $4,296-1.7% |
| Admin fee / account holder | $2,072 | $4,981-58.4% | $7,386-71.9% | $6,918-70.1% |