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 | $57,487 | $104,486-45.0% | $76,817-25.2% | $152,861-62.4% |
| Participation rate | 79.2% | 76.6%+2.6pp | 72.1%+7.1pp | 82.4%-3.3pp |
| Annual return | 23.33% | 1013.37%-990.0pp | 1166.11%-1142.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,917 | $3,116-6.4% | $2,302+26.7% | $4,762-38.7% |
| Participant deferral / active EE | $6,162 | $4,236+45.5% | $3,336+84.7% | $5,850+5.3% |
| Admin fee / account holder | $808 | $12,275-93.4% | $6,420-87.4% | $11,596-93.0% |