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 | $21,388 | $105,126-79.7% | $94,646-77.4% | $139,434-84.7% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 166.29% | 38.03%+128.3pp | 156.71%+9.6pp | 372.94%-206.7pp |
| Employer contribution / active EE | $3,653 | $4,106-11.0% | $3,672-0.5% | $4,751-23.1% |
| Participant deferral / active EE | $11,229 | $7,599+47.8% | $7,418+51.4% | $6,710+67.3% |
| Admin fee / account holder | $750 | $8,984-91.7% | $7,231-89.6% | $11,403-93.4% |