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 | $49,258 | $210,648-76.6% | $177,989-72.3% | $145,922-66.2% |
| Participation rate | 94.1% | 80.8%+13.4pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 9.63% | 385.86%-376.2pp | 294.48%-284.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,490 | $4,565-45.4% | $3,949-36.9% | $4,660-46.6% |
| Participant deferral / active EE | $4,231 | $6,958-39.2% | $6,276-32.6% | $6,688-36.7% |
| Admin fee / account holder | $3,423 | $12,013-71.5% | $10,363-67.0% | $13,397-74.5% |