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 4-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 | $44,457 | $108,919-59.2% | $100,391-55.7% | $145,922-69.5% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 14.56% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,495 | $4,419+92.2% | $3,942+115.5% | $4,660+82.3% |
| Participant deferral / active EE | $15,305 | $8,445+81.2% | $8,082+89.4% | $6,688+128.8% |
| Admin fee / account holder | $10,184 | $9,689+5.1% | $7,899+28.9% | $13,397-24.0% |