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 10-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 | $43,291 | $109,413-60.4% | $156,263-72.3% | $84,808-49.0% |
| Participation rate | 80.7% | 72.7%+8.0pp | 78.9%+1.8pp | 68.3%+12.4pp |
| Annual return | 191.09% | 20.18%+170.9pp | 59.47%+131.6pp | 40.90%+150.2pp |
| Employer contribution / active EE | $2,253 | $2,907-22.5% | $4,333-48.0% | $2,631-14.4% |
| Participant deferral / active EE | $4,087 | $4,590-11.0% | $6,158-33.6% | $4,212-3.0% |
| Admin fee / account holder | $1,061 | $9,357-88.7% | $14,255-92.6% | $7,344-85.5% |