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 | $79,384 | $159,901-50.4% | $146,958-46.0% | $145,922-45.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 26.09% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,628 | $5,286-50.3% | $4,933-46.7% | $4,660-43.6% |
| Participant deferral / active EE | $4,396 | $8,428-47.8% | $8,070-45.5% | $6,688-34.3% |
| Admin fee / account holder | $441 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |