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 8-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 | $49,828 | $197,591-74.8% | $177,821-72.0% | $158,922-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.01% | 58.76%-34.7pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $3,148 | $6,697-53.0% | $5,918-46.8% | $4,761-33.9% |
| Participant deferral / active EE | $11,354 | $8,405+35.1% | $7,714+47.2% | $5,982+89.8% |
| Admin fee / account holder | $581 | $15,399-96.2% | $12,427-95.3% | $11,246-94.8% |