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 | $41,707 | $115,770-64.0% | $101,248-58.8% | $158,922-73.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 19.33% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,966 | $4,175+42.9% | $3,660+63.0% | $4,761+25.3% |
| Participant deferral / active EE | $4,905 | $4,957-1.1% | $4,370+12.2% | $5,982-18.0% |
| Admin fee / account holder | $333 | $7,245-95.4% | $5,945-94.4% | $11,246-97.0% |