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 | $47,263 | $202,318-76.6% | $172,739-72.6% | $152,861-69.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 26.89% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.4pp |
| Employer contribution / active EE | $5,106 | $5,856-12.8% | $5,143-0.7% | $4,762+7.2% |
| Participant deferral / active EE | $9,813 | $5,948+65.0% | $5,198+88.8% | $5,850+67.7% |
| Admin fee / account holder | $444 | $17,109-97.4% | $13,954-96.8% | $11,596-96.2% |