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 | $21,178 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 106.79% | 70.24%+36.6pp | 62.55%+44.2pp | 217.08%-110.3pp |
| Employer contribution / active EE | $2,096 | $4,961-57.7% | $4,693-55.3% | $4,299-51.2% |
| Participant deferral / active EE | $4,691 | $8,310-43.5% | $7,997-41.3% | $6,507-27.9% |
| Admin fee / account holder | $1,807 | $14,846-87.8% | $13,435-86.5% | $12,624-85.7% |