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 6-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 | $49,633 | $96,635-48.6% | $86,612-42.7% | $139,434-64.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 147.74% | 106.41%+41.3pp | 591.07%-443.3pp | 372.94%-225.2pp |
| Employer contribution / active EE | $3,298 | $3,263+1.1% | $3,022+9.1% | $4,751-30.6% |
| Participant deferral / active EE | $6,491 | $4,836+34.2% | $4,438+46.3% | $6,710-3.3% |
| Admin fee / account holder | $1,285 | $6,408-79.9% | $5,614-77.1% | $11,403-88.7% |