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 | $64,537 | $203,436-68.3% | $152,466-57.7% | $167,490-61.5% |
| Participation rate | 95.8% | 82.3%+13.5pp | 78.2%+17.6pp | 82.1%+13.7pp |
| Annual return | 14.87% | 13.80%+1.1pp | 757.33%-742.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,579 | $5,220-12.3% | $4,327+5.8% | $4,837-5.3% |
| Participant deferral / active EE | $6,138 | $6,716-8.6% | $5,820+5.5% | $6,341-3.2% |
| Admin fee / account holder | $2,296 | $22,506-89.8% | $15,805-85.5% | $12,309-81.3% |