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 | $18,209 | $61,774-70.5% | $97,226-81.3% | $80,856-77.5% |
| Participation rate | 93.3% | 63.5%+29.8pp | 72.7%+20.6pp | 67.6%+25.7pp |
| Annual return | 35.21% | -557.90%+593.1pp | 75.13%-39.9pp | 35.59%-0.4pp |
| Employer contribution / active EE | $3,364 | $1,837+83.2% | $2,729+23.3% | $2,755+22.1% |
| Participant deferral / active EE | $4,856 | $3,029+60.3% | $4,264+13.9% | $4,296+13.0% |
| Admin fee / account holder | $4,287 | $5,166-17.0% | $5,654-24.2% | $6,918-38.0% |