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 8-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 | $55,727 | $138,044-59.6% | $125,339-55.5% | $134,475-58.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 31.61% | 750.33%-718.7pp | 572.05%-540.4pp | 417.96%-386.4pp |
| Employer contribution / active EE | $3,102 | $5,243-40.8% | $4,814-35.6% | $4,740-34.5% |
| Participant deferral / active EE | $7,029 | $7,799-9.9% | $7,446-5.6% | $6,400+9.8% |
| Admin fee / account holder | $15,682 | $11,571+35.5% | $10,010+56.7% | $11,426+37.2% |