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 | $19,847 | $80,717-75.4% | $154,803-87.2% | $84,808-76.6% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 83.59% | 37.96%+45.6pp | 58.88%+24.7pp | 40.90%+42.7pp |
| Employer contribution / active EE | $1,397 | $2,761-49.4% | $4,305-67.5% | $2,631-46.9% |
| Participant deferral / active EE | $1,867 | $3,303-43.5% | $5,540-66.3% | $4,212-55.7% |
| Admin fee / account holder | $839 | $6,746-87.6% | $14,329-94.1% | $7,344-88.6% |