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 | $25,335 | $159,602-84.1% | $150,045-83.1% | $142,382-82.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.59% | 70.24%-50.6pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,826 | $4,961-43.0% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $5,844 | $8,310-29.7% | $7,997-26.9% | $6,507-10.2% |
| Admin fee / account holder | $363 | $14,846-97.6% | $13,435-97.3% | $12,624-97.1% |