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 | $30,918 | $148,534-79.2% | $135,903-77.3% | $139,434-77.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 51.02% | 79.19%-28.2pp | 68.23%-17.2pp | 372.94%-321.9pp |
| Employer contribution / active EE | $5,551 | $5,243+5.9% | $4,856+14.3% | $4,751+16.8% |
| Participant deferral / active EE | $11,989 | $8,100+48.0% | $7,758+54.5% | $6,710+78.7% |
| Admin fee / account holder | $2,513 | $12,400-79.7% | $10,762-76.7% | $11,403-78.0% |