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 | $75,341 | $202,318-62.8% | $172,739-56.4% | $152,861-50.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 13.73% | 1029.65%-1015.9pp | 802.84%-789.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $6,096 | $5,856+4.1% | $5,143+18.5% | $4,762+28.0% |
| Participant deferral / active EE | $4,442 | $5,948-25.3% | $5,198-14.5% | $5,850-24.1% |
| Admin fee / account holder | $334 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |