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 6-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 | $37,111 | $159,901-76.8% | $146,958-74.7% | $145,922-74.6% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 15.40% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,381 | $5,286-36.0% | $4,933-31.5% | $4,660-27.4% |
| Participant deferral / active EE | $7,512 | $8,428-10.9% | $8,070-6.9% | $6,688+12.3% |
| Admin fee / account holder | $2,987 | $15,044-80.1% | $12,998-77.0% | $13,397-77.7% |