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 | $14,861 | $169,032-91.2% | $129,207-88.5% | $145,922-89.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 11.48% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,363 | $5,537-75.4% | $4,153-67.2% | $4,660-70.8% |
| Participant deferral / active EE | $3,746 | $4,987-24.9% | $4,168-10.1% | $6,688-44.0% |
| Admin fee / account holder | $1,151 | $9,954-88.4% | $7,715-85.1% | $13,397-91.4% |