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 | $43,656 | $152,587-71.4% | $125,175-65.1% | $152,861-71.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 112.98% | 54.84%+58.1pp | 43.79%+69.2pp | 345.32%-232.3pp |
| Employer contribution / active EE | $4,035 | $4,946-18.4% | $3,865+4.4% | $4,762-15.3% |
| Participant deferral / active EE | $9,201 | $5,868+56.8% | $4,937+86.4% | $5,850+57.3% |
| Admin fee / account holder | $488 | $13,434-96.4% | $9,702-95.0% | $11,596-95.8% |