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 6-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 | $38,611 | $74,927-48.5% | $101,794-62.1% | $84,808-54.5% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 53.17% | 18.70%+34.5pp | 30.53%+22.6pp | 40.90%+12.3pp |
| Employer contribution / active EE | $2,146 | $1,522+41.0% | $2,289-6.2% | $2,631-18.4% |
| Participant deferral / active EE | $4,301 | $3,099+38.8% | $4,084+5.3% | $4,212+2.1% |
| Admin fee / account holder | $536 | $6,514-91.8% | $8,777-93.9% | $7,344-92.7% |