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 6-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 | $42,255 | $88,751-52.4% | $81,812-48.4% | $145,922-71.0% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 57.71% | 1025.40%-967.7pp | 773.79%-716.1pp | 561.29%-503.6pp |
| Employer contribution / active EE | $3,174 | $3,083+2.9% | $2,912+9.0% | $4,660-31.9% |
| Participant deferral / active EE | $5,422 | $4,643+16.8% | $4,319+25.5% | $6,688-18.9% |
| Admin fee / account holder | $524 | $8,415-93.8% | $7,386-92.9% | $13,397-96.1% |