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 | $25,732 | $148,534-82.7% | $135,903-81.1% | $139,434-81.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.32% | 79.19%-43.9pp | 68.23%-32.9pp | 372.94%-337.6pp |
| Employer contribution / active EE | $8,675 | $5,243+65.5% | $4,856+78.6% | $4,751+82.6% |
| Participant deferral / active EE | $15,443 | $8,100+90.6% | $7,758+99.1% | $6,710+130.1% |
| Admin fee / account holder | $341 | $12,400-97.3% | $10,762-96.8% | $11,403-97.0% |