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 | $22,631 | $89,355-74.7% | $141,162-84.0% | $72,985-69.0% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.7pp | 69.5%+24.7pp |
| Annual return | 123.08% | 111.85%+11.2pp | 71.39%+51.7pp | 81.00%+42.1pp |
| Employer contribution / active EE | $2,424 | $3,114-22.2% | $4,735-48.8% | $2,440-0.6% |
| Participant deferral / active EE | $6,480 | $5,418+19.6% | $6,709-3.4% | $3,607+79.6% |
| Admin fee / account holder | $1,557 | $5,958-73.9% | $10,261-84.8% | $5,124-69.6% |