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 | $53,377 | $48,230+10.7% | $67,502-20.9% | $80,856-34.0% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.6%+29.3pp |
| Annual return | 23.63% | 18.28%+5.4pp | 3512.12%-3488.5pp | 35.59%-12.0pp |
| Employer contribution / active EE | $4,748 | $2,020+135.1% | $2,731+73.9% | $2,755+72.4% |
| Participant deferral / active EE | $7,664 | $2,924+162.1% | $4,000+91.6% | $4,296+78.4% |
| Admin fee / account holder | $991 | $3,681-73.1% | $3,998-75.2% | $6,918-85.7% |