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 10-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 | $75,613 | $169,032-55.3% | $129,207-41.5% | $145,922-48.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.11% | 14330.11%-14306.0pp | 9417.33%-9393.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $6,547 | $5,537+18.2% | $4,153+57.6% | $4,660+40.5% |
| Participant deferral / active EE | $7,812 | $4,987+56.6% | $4,168+87.4% | $6,688+16.8% |
| Admin fee / account holder | $22,959 | $9,954+130.6% | $7,715+197.6% | $13,397+71.4% |