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 | $41,685 | $202,318-79.4% | $172,739-75.9% | $152,861-72.7% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 23.74% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,012 | $5,856-48.6% | $5,143-41.4% | $4,762-36.8% |
| Participant deferral / active EE | $5,682 | $5,948-4.5% | $5,198+9.3% | $5,850-2.9% |
| Admin fee / account holder | $2,632 | $17,109-84.6% | $13,954-81.1% | $11,596-77.3% |