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 7-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 | $67,282 | $202,318-66.7% | $172,739-61.1% | $152,861-56.0% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 25.67% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,092 | $5,856-64.3% | $5,143-59.3% | $4,762-56.1% |
| Participant deferral / active EE | $3,981 | $5,948-33.1% | $5,198-23.4% | $5,850-31.9% |
| Admin fee / account holder | $1,544 | $17,109-91.0% | $13,954-88.9% | $11,596-86.7% |