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 3-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 | $43,432 | $89,753-51.6% | $107,525-59.6% | $84,808-48.8% |
| Participation rate | 97.7% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.4pp |
| Annual return | 91.03% | 29.48%+61.6pp | 181.32%-90.3pp | 40.90%+50.1pp |
| Employer contribution / active EE | $4,352 | $3,113+39.8% | $3,754+15.9% | $2,631+65.4% |
| Participant deferral / active EE | $3,250 | $4,056-19.9% | $5,116-36.5% | $4,212-22.8% |
| Admin fee / account holder | $486 | $7,222-93.3% | $8,919-94.6% | $7,344-93.4% |