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 4-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 | $54,705 | $74,888-27.0% | $71,209-23.2% | $142,382-61.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 19.85% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,927 | $2,854+72.6% | $2,721+81.1% | $4,299+14.6% |
| Participant deferral / active EE | $11,456 | $4,454+157.2% | $4,175+174.4% | $6,507+76.1% |
| Admin fee / account holder | $465 | $5,568-91.6% | $5,349-91.3% | $12,624-96.3% |