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 7-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 | $30,171 | $105,931-71.5% | $81,930-63.2% | $158,922-81.0% |
| Participation rate | 94.7% | 75.6%+19.1pp | 72.0%+22.7pp | 82.0%+12.8pp |
| Annual return | 183.71% | 38.17%+145.5pp | 29.49%+154.2pp | 302.83%-119.1pp |
| Employer contribution / active EE | $6,843 | $7,800-12.3% | $4,310+58.8% | $4,761+43.7% |
| Participant deferral / active EE | $2,064 | $13,003-84.1% | $7,107-71.0% | $5,982-65.5% |
| Admin fee / account holder | $537 | $8,489-93.7% | $5,158-89.6% | $11,246-95.2% |