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 | $114,863 | $88,751+29.4% | $81,812+40.4% | $145,922-21.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 42.78% | 1025.40%-982.6pp | 773.79%-731.0pp | 561.29%-518.5pp |
| Employer contribution / active EE | $2,481 | $3,083-19.5% | $2,912-14.8% | $4,660-46.8% |
| Participant deferral / active EE | $9,556 | $4,643+105.8% | $4,319+121.3% | $6,688+42.9% |
| Admin fee / account holder | $466 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |