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 | $85,509 | $159,602-46.4% | $150,045-43.0% | $142,382-39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.39% | 70.24%-46.8pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $5,236 | $4,961+5.6% | $4,693+11.6% | $4,299+21.8% |
| Participant deferral / active EE | $13,316 | $8,310+60.2% | $7,997+66.5% | $6,507+104.6% |
| Admin fee / account holder | $545 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |