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 6-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 | $39,038 | $210,648-81.5% | $177,989-78.1% | $145,922-73.2% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 11.48% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,122 | $4,565-53.5% | $3,949-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $4,536 | $6,958-34.8% | $6,276-27.7% | $6,688-32.2% |
| Admin fee / account holder | $552 | $12,013-95.4% | $10,363-94.7% | $13,397-95.9% |