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 | $13,890 | $111,724-87.6% | $93,606-85.2% | $145,922-90.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 13.85% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,473 | $3,090-52.3% | $2,420-39.1% | $4,660-68.4% |
| Participant deferral / active EE | $2,845 | $4,912-42.1% | $4,411-35.5% | $6,688-57.5% |
| Admin fee / account holder | $410 | $10,250-96.0% | $8,285-95.1% | $13,397-96.9% |