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 5-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 | $36,097 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 41.52% | 24.77%+16.7pp | 24.88%+16.6pp | 561.29%-519.8pp |
| Employer contribution / active EE | $4,421 | $4,212+5.0% | $3,868+14.3% | $4,660-5.1% |
| Participant deferral / active EE | $7,595 | $5,619+35.2% | $5,057+50.2% | $6,688+13.6% |
| Admin fee / account holder | $302 | $9,750-96.9% | $8,355-96.4% | $13,397-97.7% |