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 | $146,042 | $202,318-27.8% | $172,739-15.5% | $152,861-4.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 31.14% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,732 | $5,856-70.4% | $5,143-66.3% | $4,762-63.6% |
| Participant deferral / active EE | $9,024 | $5,948+51.7% | $5,198+73.6% | $5,850+54.2% |
| Admin fee / account holder | $4,676 | $17,109-72.7% | $13,954-66.5% | $11,596-59.7% |