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 | $49,367 | $183,963-73.2% | $162,163-69.6% | $152,861-67.7% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 32.14% | 150.76%-118.6pp | 115.59%-83.5pp | 345.32%-313.2pp |
| Employer contribution / active EE | $2,692 | $6,371-57.7% | $5,614-52.0% | $4,762-43.5% |
| Participant deferral / active EE | $5,228 | $8,034-34.9% | $7,298-28.4% | $5,850-10.6% |
| Admin fee / account holder | $304 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |