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 | $13,877 | $48,795-71.6% | $65,493-78.8% | $84,808-83.6% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 26.40% | 20.20%+6.2pp | 982.45%-956.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,311 | $1,930-32.1% | $2,574-49.1% | $2,631-50.2% |
| Participant deferral / active EE | $3,994 | $2,928+36.4% | $3,961+0.8% | $4,212-5.2% |
| Admin fee / account holder | $1,217 | $3,877-68.6% | $5,028-75.8% | $7,344-83.4% |