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 3-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 | $62,519 | $159,901-60.9% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 94.61% | 98.13%-3.5pp | 418.34%-323.7pp | 561.29%-466.7pp |
| Employer contribution / active EE | $15,272 | $5,286+188.9% | $4,933+209.6% | $4,660+227.7% |
| Participant deferral / active EE | $11,920 | $8,428+41.4% | $8,070+47.7% | $6,688+78.2% |
| Admin fee / account holder | $965 | $15,044-93.6% | $12,998-92.6% | $13,397-92.8% |