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 7-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 | $60,627 | $58,208+4.2% | $81,812-25.9% | $80,856-25.0% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 16.49% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,388 | $2,340+87.5% | $2,912+50.7% | $2,755+59.3% |
| Participant deferral / active EE | $12,707 | $3,281+287.3% | $4,319+194.2% | $4,296+195.8% |
| Admin fee / account holder | $9,379 | $4,981+88.3% | $7,386+27.0% | $6,918+35.6% |