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 | $60,224 | $137,414-56.2% | $189,513-68.2% | $85,850-29.8% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 40.93% | 38.14%+2.8pp | 555.15%-514.2pp | 318.53%-277.6pp |
| Employer contribution / active EE | $4,419 | $4,344+1.7% | $6,162-28.3% | $2,565+72.3% |
| Participant deferral / active EE | $6,951 | $6,260+11.0% | $8,221-15.5% | $3,952+75.9% |
| Admin fee / account holder | $3,352 | $8,630-61.2% | $12,045-72.2% | $6,260-46.5% |