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 | $52,433 | $202,318-74.1% | $172,739-69.6% | $152,861-65.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.52% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,867 | $5,856-51.0% | $5,143-44.2% | $4,762-39.8% |
| Participant deferral / active EE | $6,080 | $5,948+2.2% | $5,198+17.0% | $5,850+3.9% |
| Admin fee / account holder | $738 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |