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 4-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 | $38,247 | $185,822-79.4% | $169,993-77.5% | $139,434-72.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 108.45% | 60.50%+47.9pp | 53.37%+55.1pp | 372.94%-264.5pp |
| Employer contribution / active EE | $5,656 | $7,590-25.5% | $6,785-16.6% | $4,751+19.1% |
| Participant deferral / active EE | $9,256 | $11,622-20.4% | $10,408-11.1% | $6,710+37.9% |
| Admin fee / account holder | $489 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |