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 | $24,379 | $165,984-85.3% | $164,813-85.2% | $145,922-83.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 16.97% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,398 | $5,273-35.6% | $4,341-21.7% | $4,660-27.1% |
| Participant deferral / active EE | $5,925 | $6,959-14.9% | $6,031-1.8% | $6,688-11.4% |
| Admin fee / account holder | $3,086 | $16,648-81.5% | $12,690-75.7% | $13,397-77.0% |