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 9-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 | $39,535 | $209,832-81.2% | $189,513-79.1% | $167,490-76.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 9.78% | 748.27%-738.5pp | 555.15%-545.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,634 | $6,914-76.4% | $6,162-73.5% | $4,837-66.2% |
| Participant deferral / active EE | $5,333 | $8,935-40.3% | $8,221-35.1% | $6,341-15.9% |
| Admin fee / account holder | $6,708 | $14,293-53.1% | $12,045-44.3% | $12,309-45.5% |