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 | $36,212 | $74,888-51.6% | $71,209-49.1% | $142,382-74.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 19.09% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,562 | $2,854-10.3% | $2,721-5.9% | $4,299-40.4% |
| Participant deferral / active EE | $6,317 | $4,454+41.8% | $4,175+51.3% | $6,507-2.9% |
| Admin fee / account holder | $1,179 | $5,568-78.8% | $5,349-78.0% | $12,624-90.7% |