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 | $39,941 | $99,020-59.7% | $86,590-53.9% | $147,584-72.9% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.70% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $4,290 | $3,132+37.0% | $2,839+51.1% | $4,876-12.0% |
| Participant deferral / active EE | $5,807 | $3,972+46.2% | $3,609+60.9% | $5,439+6.8% |
| Admin fee / account holder | $4,733 | $5,710-17.1% | $4,906-3.5% | $10,885-56.5% |