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 | $39,731 | $81,208-51.1% | $98,907-59.8% | $79,858-50.2% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 23.00% | 60.99%-38.0pp | 196.43%-173.4pp | 31.71%-8.7pp |
| Employer contribution / active EE | $4,428 | $1,960+126.0% | $2,689+64.7% | $2,471+79.2% |
| Participant deferral / active EE | $7,917 | $3,265+142.5% | $4,244+86.5% | $3,740+111.7% |
| Admin fee / account holder | $4,624 | $6,013-23.1% | $6,642-30.4% | $5,306-12.9% |