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 | $14,525 | $53,516-72.9% | $126,539-88.5% | $84,808-82.9% |
| Participation rate | 86.2% | 58.2%+28.0pp | 69.8%+16.4pp | 68.3%+17.9pp |
| Annual return | 14.49% | 58.34%-43.8pp | 425.95%-411.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,618 | $1,535+5.4% | $3,674-56.0% | $2,631-38.5% |
| Participant deferral / active EE | $2,284 | $2,671-14.5% | $4,083-44.1% | $4,212-45.8% |
| Admin fee / account holder | $544 | $4,497-87.9% | $6,065-91.0% | $7,344-92.6% |