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 9-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 | $67,694 | $88,751-23.7% | $81,812-17.3% | $145,922-53.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 21.28% | 1025.40%-1004.1pp | 773.79%-752.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $8,150 | $3,083+164.3% | $2,912+179.9% | $4,660+74.9% |
| Participant deferral / active EE | $3,952 | $4,643-14.9% | $4,319-8.5% | $6,688-40.9% |
| Admin fee / account holder | $1,142 | $8,415-86.4% | $7,386-84.5% | $13,397-91.5% |