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 | $13,315 | $48,046-72.3% | $84,611-84.3% | $72,985-81.8% |
| Participation rate | 89.5% | 57.6%+31.9pp | 68.2%+21.2pp | 69.5%+20.0pp |
| Annual return | 30.42% | 37.38%-7.0pp | 258.74%-228.3pp | 81.00%-50.6pp |
| Employer contribution / active EE | $2,132 | $1,602+33.1% | $2,652-19.6% | $2,440-12.6% |
| Participant deferral / active EE | $3,200 | $2,680+19.4% | $3,899-17.9% | $3,607-11.3% |
| Admin fee / account holder | $597 | $3,395-82.4% | $4,912-87.9% | $5,124-88.4% |