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 | $32,520 | $226,064-85.6% | $182,532-82.2% | $152,861-78.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 27.85% | 192.51%-164.7pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $5,689 | $4,978+14.3% | $4,076+39.6% | $4,762+19.5% |
| Participant deferral / active EE | $10,170 | $6,368+59.7% | $5,524+84.1% | $5,850+73.8% |
| Admin fee / account holder | $371 | $10,703-96.5% | $8,592-95.7% | $11,596-96.8% |