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 | $62,813 | $105,126-40.2% | $94,646-33.6% | $139,434-55.0% |
| Participation rate | 91.3% | 82.4%+9.0pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 33.78% | 38.03%-4.3pp | 156.71%-122.9pp | 372.94%-339.2pp |
| Employer contribution / active EE | $4,942 | $4,106+20.4% | $3,672+34.6% | $4,751+4.0% |
| Participant deferral / active EE | $8,297 | $7,599+9.2% | $7,418+11.8% | $6,710+23.6% |
| Admin fee / account holder | $1,537 | $8,984-82.9% | $7,231-78.7% | $11,403-86.5% |