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 | $62,564 | $158,398-60.5% | $126,539-50.6% | $142,382-56.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 16.08% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,159 | $4,650-32.1% | $3,674-14.0% | $4,299-26.5% |
| Participant deferral / active EE | $7,822 | $4,767+64.1% | $4,083+91.6% | $6,507+20.2% |
| Admin fee / account holder | $691 | $6,918-90.0% | $6,065-88.6% | $12,624-94.5% |