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 | $47,079 | $226,064-79.2% | $182,532-74.2% | $152,861-69.2% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 30.64% | 192.51%-161.9pp | 148.54%-117.9pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,616 | $4,978-67.5% | $4,076-60.3% | $4,762-66.1% |
| Participant deferral / active EE | $6,937 | $6,368+8.9% | $5,524+25.6% | $5,850+18.6% |
| Admin fee / account holder | $20,964 | $10,703+95.9% | $8,592+144.0% | $11,596+80.8% |