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 4-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 | $38,288 | $74,888-48.9% | $71,209-46.2% | $142,382-73.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 22.60% | 345.14%-322.5pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,031 | $2,854+76.3% | $2,721+84.9% | $4,299+17.0% |
| Participant deferral / active EE | $11,217 | $4,454+151.8% | $4,175+168.7% | $6,507+72.4% |
| Admin fee / account holder | $698 | $5,568-87.5% | $5,349-86.9% | $12,624-94.5% |