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 7-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 | $51,395 | $109,881-53.2% | $150,045-65.7% | $84,808-39.4% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 57.06% | 28.25%+28.8pp | 62.55%-5.5pp | 40.90%+16.2pp |
| Employer contribution / active EE | $4,049 | $3,561+13.7% | $4,693-13.7% | $2,631+53.9% |
| Participant deferral / active EE | $7,936 | $6,636+19.6% | $7,997-0.8% | $4,212+88.4% |
| Admin fee / account holder | $3,169 | $8,568-63.0% | $13,435-76.4% | $7,344-56.8% |