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 5-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 | $52,997 | $105,126-49.6% | $94,646-44.0% | $139,434-62.0% |
| Participation rate | 94.4% | 82.4%+12.1pp | 80.8%+13.6pp | 80.3%+14.1pp |
| Annual return | 33.03% | 38.03%-5.0pp | 156.71%-123.7pp | 372.94%-339.9pp |
| Employer contribution / active EE | $9,122 | $4,106+122.2% | $3,672+148.4% | $4,751+92.0% |
| Participant deferral / active EE | $12,541 | $7,599+65.0% | $7,418+69.1% | $6,710+86.9% |
| Admin fee / account holder | $2,166 | $8,984-75.9% | $7,231-70.0% | $11,403-81.0% |