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 | $42,356 | $98,750-57.1% | $149,696-71.7% | $79,858-47.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 34.72% | 27.43%+7.3pp | 276.60%-241.9pp | 31.71%+3.0pp |
| Employer contribution / active EE | $4,132 | $3,216+28.5% | $4,644-11.0% | $2,471+67.2% |
| Participant deferral / active EE | $10,418 | $5,680+83.4% | $6,842+52.3% | $3,740+178.6% |
| Admin fee / account holder | $1,453 | $6,053-76.0% | $9,309-84.4% | $5,306-72.6% |