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 10-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 | $47,139 | $185,822-74.6% | $169,993-72.3% | $139,434-66.2% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 67.33% | 60.50%+6.8pp | 53.37%+14.0pp | 372.94%-305.6pp |
| Employer contribution / active EE | $3,627 | $7,590-52.2% | $6,785-46.5% | $4,751-23.7% |
| Participant deferral / active EE | $7,148 | $11,622-38.5% | $10,408-31.3% | $6,710+6.5% |
| Admin fee / account holder | $21,462 | $15,381+39.5% | $12,815+67.5% | $11,403+88.2% |