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 9-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 | $70,552 | $121,625-42.0% | $104,607-32.6% | $158,922-55.6% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 51.07% | 465.26%-414.2pp | 340.46%-289.4pp | 302.83%-251.8pp |
| Employer contribution / active EE | $953 | $3,163-69.9% | $2,681-64.5% | $4,761-80.0% |
| Participant deferral / active EE | $7,137 | $4,177+70.8% | $3,740+90.8% | $5,982+19.3% |
| Admin fee / account holder | $1,699 | $7,787-78.2% | $6,473-73.8% | $11,246-84.9% |