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 9-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 | $13,587 | $57,281-76.3% | $86,612-84.3% | $75,163-81.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 20.76% | 2670.75%-2650.0pp | 591.07%-570.3pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,866 | $2,314-19.4% | $3,022-38.3% | $2,670-30.1% |
| Participant deferral / active EE | $1,761 | $3,318-46.9% | $4,438-60.3% | $4,125-57.3% |
| Admin fee / account holder | $1,738 | $4,112-57.7% | $5,614-69.0% | $5,651-69.2% |