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 | $24,435 | $56,053-56.4% | $75,972-67.8% | $80,856-69.8% |
| Participation rate | 84.6% | 62.0%+22.6pp | 69.1%+15.6pp | 67.6%+17.0pp |
| Annual return | 17.01% | 20.53%-3.5pp | 359.55%-342.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,087 | $1,874+118.1% | $2,685+52.2% | $2,755+48.4% |
| Participant deferral / active EE | $6,172 | $3,052+102.3% | $4,255+45.0% | $4,296+43.7% |
| Admin fee / account holder | $477 | $5,234-90.9% | $6,467-92.6% | $6,918-93.1% |