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 | $81,725 | $99,020-17.5% | $86,590-5.6% | $147,584-44.6% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 14.81% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $9,836 | $3,132+214.1% | $2,839+246.4% | $4,876+101.7% |
| Participant deferral / active EE | $5,793 | $3,972+45.8% | $3,609+60.5% | $5,439+6.5% |
| Admin fee / account holder | $3,413 | $5,710-40.2% | $4,906-30.4% | $10,885-68.6% |