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 | $54,769 | $93,571-41.5% | $135,903-59.7% | $75,163-27.1% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 53.65% | 30.90%+22.7pp | 68.23%-14.6pp | 160.62%-107.0pp |
| Employer contribution / active EE | $4,212 | $3,537+19.1% | $4,856-13.3% | $2,670+57.8% |
| Participant deferral / active EE | $8,884 | $6,404+38.7% | $7,758+14.5% | $4,125+115.4% |
| Admin fee / account holder | $1,127 | $6,975-83.8% | $10,762-89.5% | $5,651-80.1% |