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 9-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 | $46,803 | $169,032-72.3% | $129,207-63.8% | $145,922-67.9% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 11.00% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,485 | $5,537-55.1% | $4,153-40.2% | $4,660-46.7% |
| Participant deferral / active EE | $5,992 | $4,987+20.1% | $4,168+43.8% | $6,688-10.4% |
| Admin fee / account holder | $514 | $9,954-94.8% | $7,715-93.3% | $13,397-96.2% |