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 6-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 | $46,468 | $176,056-73.6% | $159,436-70.9% | $167,490-72.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 557.80% | 331.75%+226.0pp | 263.57%+294.2pp | 478.56%+79.2pp |
| Employer contribution / active EE | $4,335 | $5,297-18.2% | $4,829-10.2% | $4,837-10.4% |
| Participant deferral / active EE | $10,878 | $7,750+40.4% | $7,352+48.0% | $6,341+71.5% |
| Admin fee / account holder | $409 | $12,554-96.7% | $10,799-96.2% | $12,309-96.7% |