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 | $22,274 | $90,745-75.5% | $130,231-82.9% | $75,163-70.4% |
| Participation rate | 84.4% | 71.1%+13.3pp | 76.3%+8.1pp | 67.2%+17.2pp |
| Annual return | 45.60% | 34.45%+11.1pp | 38.77%+6.8pp | 160.62%-115.0pp |
| Employer contribution / active EE | $5,043 | $3,314+52.2% | $4,126+22.2% | $2,670+88.9% |
| Participant deferral / active EE | $9,930 | $5,362+85.2% | $6,799+46.1% | $4,125+140.7% |
| Admin fee / account holder | $479 | $6,331-92.4% | $6,020-92.0% | $5,651-91.5% |