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 3-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 | $40,214 | $159,901-74.9% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 1907.60% | 98.13%+1809.5pp | 418.34%+1489.3pp | 561.29%+1346.3pp |
| Employer contribution / active EE | $1,094 | $5,286-79.3% | $4,933-77.8% | $4,660-76.5% |
| Participant deferral / active EE | $6,121 | $8,428-27.4% | $8,070-24.2% | $6,688-8.5% |
| Admin fee / account holder | $576 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |