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 | $16,805 | $108,919-84.6% | $100,391-83.3% | $145,922-88.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.08% | 57.88%-36.8pp | 49.20%-28.1pp | 561.29%-540.2pp |
| Employer contribution / active EE | $4,476 | $4,419+1.3% | $3,942+13.6% | $4,660-3.9% |
| Participant deferral / active EE | $9,916 | $8,445+17.4% | $8,082+22.7% | $6,688+48.3% |
| Admin fee / account holder | $552 | $9,689-94.3% | $7,899-93.0% | $13,397-95.9% |