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 | $28,486 | $107,334-73.5% | $92,893-69.3% | $152,861-81.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 40.47% | 145.58%-105.1pp | 109.41%-68.9pp | 345.32%-304.9pp |
| Employer contribution / active EE | $3,206 | $4,221-24.0% | $3,653-12.2% | $4,762-32.7% |
| Participant deferral / active EE | $10,108 | $4,845+108.6% | $4,236+138.6% | $5,850+72.8% |
| Admin fee / account holder | $1,086 | $7,079-84.7% | $5,794-81.3% | $11,596-90.6% |