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 | $41,803 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 76.68% | 98.13%-21.5pp | 418.34%-341.7pp | 561.29%-484.6pp |
| Employer contribution / active EE | $3,351 | $5,286-36.6% | $4,933-32.1% | $4,660-28.1% |
| Participant deferral / active EE | $10,111 | $8,428+20.0% | $8,070+25.3% | $6,688+51.2% |
| Admin fee / account holder | $449 | $15,044-97.0% | $12,998-96.5% | $13,397-96.6% |