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 7-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 | $43,800 | $165,335-73.5% | $149,696-70.7% | $158,922-72.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 252.20% | 348.15%-95.9pp | 276.60%-24.4pp | 302.83%-50.6pp |
| Employer contribution / active EE | $3,131 | $5,103-38.6% | $4,644-32.6% | $4,761-34.2% |
| Participant deferral / active EE | $13,752 | $7,181+91.5% | $6,842+101.0% | $5,982+129.9% |
| Admin fee / account holder | $2,645 | $10,807-75.5% | $9,309-71.6% | $11,246-76.5% |