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 | $80,475 | $148,978-46.0% | $200,582-59.9% | $84,808-5.1% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 69.51% | 28.16%+41.3pp | 42.33%+27.2pp | 40.90%+28.6pp |
| Employer contribution / active EE | $7,379 | $4,815+53.3% | $6,419+15.0% | $2,631+180.5% |
| Participant deferral / active EE | $10,718 | $7,142+50.1% | $9,331+14.9% | $4,212+154.5% |
| Admin fee / account holder | $10,241 | $13,977-26.7% | $16,305-37.2% | $7,344+39.4% |