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 | $43,546 | $226,064-80.7% | $182,532-76.1% | $152,861-71.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 28.71% | 192.51%-163.8pp | 148.54%-119.8pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,544 | $4,978-28.8% | $4,076-13.0% | $4,762-25.6% |
| Participant deferral / active EE | $4,552 | $6,368-28.5% | $5,524-17.6% | $5,850-22.2% |
| Admin fee / account holder | $686 | $10,703-93.6% | $8,592-92.0% | $11,596-94.1% |