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 | $36,288 | $79,171-54.2% | $102,423-64.6% | $74,495-51.3% |
| Participation rate | 94.5% | 74.8%+19.7pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 15.37% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,003 | $2,362+27.1% | $3,023-0.7% | $2,623+14.5% |
| Participant deferral / active EE | $5,010 | $4,415+13.5% | $5,053-0.8% | $4,346+15.3% |
| Admin fee / account holder | $2,361 | $2,001+18.0% | $9,451-75.0% | $1,942+21.6% |