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 | $40,730 | $77,899-47.7% | $149,673-72.8% | $75,163-45.8% |
| Participation rate | 90.2% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.1pp |
| Annual return | 44.19% | 31.72%+12.5pp | 134.42%-90.2pp | 160.62%-116.4pp |
| Employer contribution / active EE | $2,742 | $3,137-12.6% | $4,818-43.1% | $2,670+2.7% |
| Participant deferral / active EE | $7,179 | $3,411+110.5% | $5,680+26.4% | $4,125+74.0% |
| Admin fee / account holder | $1,273 | $5,956-78.6% | $13,210-90.4% | $5,651-77.5% |