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 | $19,066 | $159,602-88.1% | $150,045-87.3% | $142,382-86.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 39.85% | 70.24%-30.4pp | 62.55%-22.7pp | 217.08%-177.2pp |
| Employer contribution / active EE | $2,180 | $4,961-56.1% | $4,693-53.6% | $4,299-49.3% |
| Participant deferral / active EE | $3,055 | $8,310-63.2% | $7,997-61.8% | $6,507-53.1% |
| Admin fee / account holder | $2,925 | $14,846-80.3% | $13,435-78.2% | $12,624-76.8% |