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 3-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 | $37,780 | $95,266-60.3% | $82,389-54.1% | $142,382-73.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.5%+26.1pp | 80.1%+15.5pp |
| Annual return | 540.56% | 25.74%+514.8pp | 28.67%+511.9pp | 217.08%+323.5pp |
| Employer contribution / active EE | $1,391 | $2,991-53.5% | $2,517-44.7% | $4,299-67.7% |
| Participant deferral / active EE | $3,697 | $4,809-23.1% | $4,155-11.0% | $6,507-43.2% |
| Admin fee / account holder | $2,467 | $8,563-71.2% | $7,231-65.9% | $12,624-80.5% |