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 | $15,569 | $54,762-71.6% | $90,281-82.8% | $72,985-78.7% |
| Participation rate | 92.9% | 65.1%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 130.42% | 30.63%+99.8pp | 78.10%+52.3pp | 81.00%+49.4pp |
| Employer contribution / active EE | $2,307 | $2,092+10.2% | $2,854-19.2% | $2,440-5.5% |
| Participant deferral / active EE | $4,618 | $2,887+60.0% | $3,885+18.9% | $3,607+28.0% |
| Admin fee / account holder | $518 | $3,972-86.9% | $5,351-90.3% | $5,124-89.9% |