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 | $219,828 | $70,756+210.7% | $65,493+235.6% | $142,382+54.4% |
| Participation rate | 95.5% | 77.4%+18.1pp | 73.1%+22.4pp | 80.1%+15.3pp |
| Annual return | 13.16% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,970 | $2,881+37.8% | $2,574+54.2% | $4,299-7.6% |
| Participant deferral / active EE | $7,739 | $4,637+66.9% | $3,961+95.4% | $6,507+18.9% |
| Admin fee / account holder | $1,000 | $6,559-84.8% | $5,028-80.1% | $12,624-92.1% |