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 | $18,166 | $133,922-86.4% | $116,228-84.4% | $142,382-87.2% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.6%+14.9pp | 80.1%+9.4pp |
| Annual return | 20.94% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,297 | $3,446-62.4% | $2,994-56.7% | $4,299-69.8% |
| Participant deferral / active EE | $2,786 | $5,672-50.9% | $4,953-43.7% | $6,507-57.2% |
| Admin fee / account holder | $321 | $14,945-97.8% | $11,989-97.3% | $12,624-97.5% |