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 | $44,492 | $81,208-45.2% | $98,907-55.0% | $79,858-44.3% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 22.26% | 60.99%-38.7pp | 196.43%-174.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $6,068 | $1,960+209.7% | $2,689+125.7% | $2,471+145.6% |
| Participant deferral / active EE | $15,564 | $3,265+376.7% | $4,244+266.7% | $3,740+316.1% |
| Admin fee / account holder | $10,461 | $6,013+74.0% | $6,642+57.5% | $5,306+97.1% |