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 | $113,148 | $202,318-44.1% | $172,739-34.5% | $152,861-26.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 19.66% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,630 | $5,856-20.9% | $5,143-10.0% | $4,762-2.8% |
| Participant deferral / active EE | $10,064 | $5,948+69.2% | $5,198+93.6% | $5,850+72.0% |
| Admin fee / account holder | $4,527 | $17,109-73.5% | $13,954-67.6% | $11,596-61.0% |