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 | $18,013 | $51,576-65.1% | $129,207-86.1% | $80,856-77.7% |
| Participation rate | 88.2% | 57.0%+31.2pp | 69.6%+18.6pp | 67.6%+20.5pp |
| Annual return | 20.43% | 20.81%-0.4pp | 9417.33%-9396.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,491 | $1,584+57.3% | $4,153-40.0% | $2,755-9.6% |
| Participant deferral / active EE | $4,359 | $2,669+63.3% | $4,168+4.6% | $4,296+1.5% |
| Admin fee / account holder | $553 | $4,305-87.2% | $7,715-92.8% | $6,918-92.0% |