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 | $59,326 | $126,574-53.1% | $106,213-44.1% | $145,922-59.3% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 14.75% | 224.79%-210.0pp | 116.14%-101.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,996 | $3,730+7.1% | $3,171+26.0% | $4,660-14.2% |
| Participant deferral / active EE | $10,267 | $5,724+79.4% | $5,016+104.7% | $6,688+53.5% |
| Admin fee / account holder | $351 | $17,304-98.0% | $11,033-96.8% | $13,397-97.4% |