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 | $39,771 | $185,822-78.6% | $169,993-76.6% | $139,434-71.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 35.56% | 60.50%-24.9pp | 53.37%-17.8pp | 372.94%-337.4pp |
| Employer contribution / active EE | $6,847 | $7,590-9.8% | $6,785+0.9% | $4,751+44.1% |
| Participant deferral / active EE | $14,290 | $11,622+23.0% | $10,408+37.3% | $6,710+113.0% |
| Admin fee / account holder | $554 | $15,381-96.4% | $12,815-95.7% | $11,403-95.1% |