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 9-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 | $58,338 | $158,398-63.2% | $126,539-53.9% | $142,382-59.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 21.37% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,603 | $4,650-1.0% | $3,674+25.3% | $4,299+7.1% |
| Participant deferral / active EE | $5,956 | $4,767+25.0% | $4,083+45.9% | $6,507-8.5% |
| Admin fee / account holder | $453 | $6,918-93.5% | $6,065-92.5% | $12,624-96.4% |