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 6-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 | $52,270 | $169,032-69.1% | $129,207-59.5% | $145,922-64.2% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 12.12% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,875 | $5,537-66.1% | $4,153-54.9% | $4,660-59.8% |
| Participant deferral / active EE | $5,487 | $4,987+10.0% | $4,168+31.6% | $6,688-18.0% |
| Admin fee / account holder | $674 | $9,954-93.2% | $7,715-91.3% | $13,397-95.0% |