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 | $39,688 | $226,064-82.4% | $182,532-78.3% | $152,861-74.0% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.0%+7.0pp | 82.4%+2.6pp |
| Annual return | 55.64% | 192.51%-136.9pp | 148.54%-92.9pp | 345.32%-289.7pp |
| Employer contribution / active EE | $2,159 | $4,978-56.6% | $4,076-47.0% | $4,762-54.7% |
| Participant deferral / active EE | $7,180 | $6,368+12.7% | $5,524+30.0% | $5,850+22.7% |
| Admin fee / account holder | $669 | $10,703-93.7% | $8,592-92.2% | $11,596-94.2% |