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 | $42,403 | $102,966-58.8% | $90,281-53.0% | $152,861-72.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 122.39% | 95.16%+27.2pp | 78.10%+44.3pp | 345.32%-222.9pp |
| Employer contribution / active EE | $2,383 | $3,139-24.1% | $2,854-16.5% | $4,762-50.0% |
| Participant deferral / active EE | $6,098 | $4,281+42.4% | $3,885+56.9% | $5,850+4.2% |
| Admin fee / account holder | $650 | $6,171-89.5% | $5,351-87.9% | $11,596-94.4% |