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 | $19,339 | $88,751-78.2% | $81,812-76.4% | $145,922-86.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 29.43% | 1025.40%-996.0pp | 773.79%-744.4pp | 561.29%-531.9pp |
| Employer contribution / active EE | $3,117 | $3,083+1.1% | $2,912+7.0% | $4,660-33.1% |
| Participant deferral / active EE | $7,578 | $4,643+63.2% | $4,319+75.5% | $6,688+13.3% |
| Admin fee / account holder | $549 | $8,415-93.5% | $7,386-92.6% | $13,397-95.9% |