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 | $52,045 | $202,318-74.3% | $172,739-69.9% | $152,861-66.0% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 21.71% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,847 | $5,856-68.5% | $5,143-64.1% | $4,762-61.2% |
| Participant deferral / active EE | $2,698 | $5,948-54.6% | $5,198-48.1% | $5,850-53.9% |
| Admin fee / account holder | $337 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |