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 | $85,509 | $72,400+18.1% | $67,502+26.7% | $145,922-41.4% |
| Participation rate | 91.3% | 76.9%+14.5pp | 72.9%+18.4pp | 80.3%+11.0pp |
| Annual return | 28.57% | 7182.46%-7153.9pp | 3512.12%-3483.6pp | 561.29%-532.7pp |
| Employer contribution / active EE | $2,908 | $3,069-5.2% | $2,731+6.5% | $4,660-37.6% |
| Participant deferral / active EE | $7,883 | $4,783+64.8% | $4,000+97.1% | $6,688+17.9% |
| Admin fee / account holder | $808 | $5,539-85.4% | $3,998-79.8% | $13,397-94.0% |