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 | $22,548 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 85.37% | 70.24%+15.1pp | 62.55%+22.8pp | 217.08%-131.7pp |
| Employer contribution / active EE | $8,582 | $4,961+73.0% | $4,693+82.9% | $4,299+99.6% |
| Participant deferral / active EE | $14,191 | $8,310+70.8% | $7,997+77.5% | $6,507+118.1% |
| Admin fee / account holder | $3,578 | $14,846-75.9% | $13,435-73.4% | $12,624-71.7% |