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 | $35,320 | $101,317-65.1% | $146,958-76.0% | $74,495-52.6% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.2pp |
| Annual return | 24.78% | 8730.91%-8706.1pp | 418.34%-393.6pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $5,518 | $3,810+44.8% | $4,933+11.9% | $2,623+110.4% |
| Participant deferral / active EE | $8,549 | $7,303+17.1% | $8,070+5.9% | $4,346+96.7% |
| Admin fee / account holder | $4,991 | $1,739+187.0% | $12,998-61.6% | $1,942+157.0% |