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 5-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 | $47,311 | $159,901-70.4% | $146,958-67.8% | $145,922-67.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 19.89% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,510 | $5,286-52.5% | $4,933-49.1% | $4,660-46.1% |
| Participant deferral / active EE | $8,061 | $8,428-4.4% | $8,070-0.1% | $6,688+20.5% |
| Admin fee / account holder | $1,343 | $15,044-91.1% | $12,998-89.7% | $13,397-90.0% |