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 | $54,412 | $54,705-0.5% | $71,209-23.6% | $84,808-35.8% |
| Participation rate | 89.1% | 64.1%+25.0pp | 73.8%+15.3pp | 68.3%+20.8pp |
| Annual return | 29.57% | 35.90%-6.3pp | 282.51%-252.9pp | 40.90%-11.3pp |
| Employer contribution / active EE | $3,991 | $2,158+84.9% | $2,721+46.7% | $2,631+51.7% |
| Participant deferral / active EE | $6,027 | $3,030+98.9% | $4,175+44.4% | $4,212+43.1% |
| Admin fee / account holder | $8,646 | $4,863+77.8% | $5,349+61.6% | $7,344+17.7% |