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 | $36,397 | $202,318-82.0% | $172,739-78.9% | $152,861-76.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 54.92% | 1029.65%-974.7pp | 802.84%-747.9pp | 345.32%-290.4pp |
| Employer contribution / active EE | $1,555 | $5,856-73.4% | $5,143-69.8% | $4,762-67.3% |
| Participant deferral / active EE | $3,765 | $5,948-36.7% | $5,198-27.6% | $5,850-35.6% |
| Admin fee / account holder | $1,115 | $17,109-93.5% | $13,954-92.0% | $11,596-90.4% |