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 | $12,297 | $60,892-79.8% | $82,389-85.1% | $84,808-85.5% |
| Participation rate | 89.7% | 63.3%+26.5pp | 69.5%+20.2pp | 68.3%+21.4pp |
| Annual return | 88.44% | 37.29%+51.1pp | 28.67%+59.8pp | 40.90%+47.5pp |
| Employer contribution / active EE | $1,560 | $1,779-12.3% | $2,517-38.0% | $2,631-40.7% |
| Participant deferral / active EE | $3,464 | $3,179+9.0% | $4,155-16.6% | $4,212-17.7% |
| Admin fee / account holder | $1,434 | $5,467-73.8% | $7,231-80.2% | $7,344-80.5% |