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 | $17,548 | $80,717-78.3% | $154,803-88.7% | $84,808-79.3% |
| Participation rate | 92.8% | 66.8%+25.9pp | 78.1%+14.7pp | 68.3%+24.4pp |
| Annual return | 161.11% | 37.96%+123.2pp | 58.88%+102.2pp | 40.90%+120.2pp |
| Employer contribution / active EE | $2,110 | $2,761-23.6% | $4,305-51.0% | $2,631-19.8% |
| Participant deferral / active EE | $3,967 | $3,303+20.1% | $5,540-28.4% | $4,212-5.8% |
| Admin fee / account holder | $391 | $6,746-94.2% | $14,329-97.3% | $7,344-94.7% |