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 | $50,292 | $148,534-66.1% | $135,903-63.0% | $139,434-63.9% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 34.65% | 79.19%-44.5pp | 68.23%-33.6pp | 372.94%-338.3pp |
| Employer contribution / active EE | $4,734 | $5,243-9.7% | $4,856-2.5% | $4,751-0.4% |
| Participant deferral / active EE | $14,948 | $8,100+84.5% | $7,758+92.7% | $6,710+122.8% |
| Admin fee / account holder | $921 | $12,400-92.6% | $10,762-91.4% | $11,403-91.9% |