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 5-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 | $52,122 | $96,305-45.9% | $80,569-35.3% | $139,434-62.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.73% | 1350.08%-1329.4pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $8,514 | $3,262+161.0% | $2,723+212.6% | $4,751+79.2% |
| Participant deferral / active EE | $16,139 | $5,232+208.5% | $4,447+262.9% | $6,710+140.5% |
| Admin fee / account holder | $5,011 | $6,599-24.1% | $5,377-6.8% | $11,403-56.1% |