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 | $43,015 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 59.20% | 242.71%-183.5pp | 181.32%-122.1pp | 217.08%-157.9pp |
| Employer contribution / active EE | $2,584 | $4,015-35.6% | $3,754-31.1% | $4,299-39.9% |
| Participant deferral / active EE | $3,803 | $5,564-31.7% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $909 | $9,860-90.8% | $8,919-89.8% | $12,624-92.8% |