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 8-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 | $50,326 | $89,753-43.9% | $107,525-53.2% | $84,808-40.7% |
| Participation rate | 95.9% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 20.07% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,234 | $3,113+36.0% | $3,754+12.8% | $2,631+60.9% |
| Participant deferral / active EE | $11,152 | $4,056+174.9% | $5,116+118.0% | $4,212+164.8% |
| Admin fee / account holder | $3,943 | $7,222-45.4% | $8,919-55.8% | $7,344-46.3% |