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 | $47,945 | $96,128-50.1% | $136,007-64.7% | $80,856-40.7% |
| Participation rate | 96.2% | 71.2%+25.0pp | 76.5%+19.7pp | 67.6%+28.6pp |
| Annual return | 27.04% | 28.71%-1.7pp | 579.32%-552.3pp | 35.59%-8.6pp |
| Employer contribution / active EE | $7,715 | $3,351+130.2% | $4,217+83.0% | $2,755+180.1% |
| Participant deferral / active EE | $14,487 | $5,709+153.8% | $7,025+106.2% | $4,296+237.2% |
| Admin fee / account holder | $4,144 | $8,236-49.7% | $6,858-39.6% | $6,918-40.1% |