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 | $38,697 | $209,411-81.5% | $178,490-78.3% | $158,922-75.7% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 19.65% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,839 | $5,706-67.8% | $5,011-63.3% | $4,761-61.4% |
| Participant deferral / active EE | $4,398 | $5,954-26.1% | $5,202-15.5% | $5,982-26.5% |
| Admin fee / account holder | $459 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |