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 3-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 | $21,304 | $81,248-73.8% | $155,509-86.3% | $80,856-73.7% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 78.74% | 33.31%+45.4pp | 64.67%+14.1pp | 35.59%+43.1pp |
| Employer contribution / active EE | $2,626 | $3,100-15.3% | $4,672-43.8% | $2,755-4.7% |
| Participant deferral / active EE | $2,733 | $3,452-20.8% | $5,626-51.4% | $4,296-36.4% |
| Admin fee / account holder | $3,093 | $7,997-61.3% | $15,912-80.6% | $6,918-55.3% |