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 | $42,801 | $159,901-73.2% | $146,958-70.9% | $145,922-70.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.43% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,017 | $5,286-42.9% | $4,933-38.8% | $4,660-35.3% |
| Participant deferral / active EE | $4,274 | $8,428-49.3% | $8,070-47.0% | $6,688-36.1% |
| Admin fee / account holder | $2,291 | $15,044-84.8% | $12,998-82.4% | $13,397-82.9% |