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 | $51,940 | $102,317-49.2% | $146,958-64.7% | $80,856-35.8% |
| Participation rate | 81.6% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 29.14% | 134.76%-105.6pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $3,220 | $3,713-13.3% | $4,933-34.7% | $2,755+16.9% |
| Participant deferral / active EE | $8,477 | $6,644+27.6% | $8,070+5.0% | $4,296+97.3% |
| Admin fee / account holder | $724 | $7,941-90.9% | $12,998-94.4% | $6,918-89.5% |