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 | $33,856 | $159,901-78.8% | $146,958-77.0% | $145,922-76.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 638.27% | 98.13%+540.1pp | 418.34%+219.9pp | 561.29%+77.0pp |
| Employer contribution / active EE | $5,445 | $5,286+3.0% | $4,933+10.4% | $4,660+16.9% |
| Participant deferral / active EE | $5,765 | $8,428-31.6% | $8,070-28.6% | $6,688-13.8% |
| Admin fee / account holder | $4,890 | $15,044-67.5% | $12,998-62.4% | $13,397-63.5% |