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 | $27,922 | $89,753-68.9% | $107,525-74.0% | $84,808-67.1% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 84.58% | 29.48%+55.1pp | 181.32%-96.7pp | 40.90%+43.7pp |
| Employer contribution / active EE | $3,336 | $3,113+7.1% | $3,754-11.1% | $2,631+26.8% |
| Participant deferral / active EE | $8,133 | $4,056+100.5% | $5,116+59.0% | $4,212+93.1% |
| Admin fee / account holder | $964 | $7,222-86.6% | $8,919-89.2% | $7,344-86.9% |