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 | $35,721 | $89,753-60.2% | $107,525-66.8% | $84,808-57.9% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 67.93% | 29.48%+38.5pp | 181.32%-113.4pp | 40.90%+27.0pp |
| Employer contribution / active EE | $5,688 | $3,113+82.7% | $3,754+51.5% | $2,631+116.2% |
| Participant deferral / active EE | $5,065 | $4,056+24.9% | $5,116-1.0% | $4,212+20.3% |
| Admin fee / account holder | $395 | $7,222-94.5% | $8,919-95.6% | $7,344-94.6% |