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 | $45,728 | $88,751-48.5% | $81,812-44.1% | $145,922-68.7% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.3%+3.8pp | 80.3%-4.1pp |
| Annual return | 12.64% | 1025.40%-1012.8pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,305 | $3,083-25.2% | $2,912-20.8% | $4,660-50.5% |
| Participant deferral / active EE | $4,239 | $4,643-8.7% | $4,319-1.9% | $6,688-36.6% |
| Admin fee / account holder | $2,011 | $8,415-76.1% | $7,386-72.8% | $13,397-85.0% |