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 9-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 | $31,006 | $202,318-84.7% | $172,739-82.1% | $152,861-79.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.09% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,007 | $5,856-31.6% | $5,143-22.1% | $4,762-15.9% |
| Participant deferral / active EE | $5,658 | $5,948-4.9% | $5,198+8.9% | $5,850-3.3% |
| Admin fee / account holder | $315 | $17,109-98.2% | $13,954-97.7% | $11,596-97.3% |