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 | $71,071 | $183,963-61.4% | $162,163-56.2% | $152,861-53.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 47.45% | 150.76%-103.3pp | 115.59%-68.1pp | 345.32%-297.9pp |
| Employer contribution / active EE | $3,272 | $6,371-48.6% | $5,614-41.7% | $4,762-31.3% |
| Participant deferral / active EE | $7,101 | $8,034-11.6% | $7,298-2.7% | $5,850+21.4% |
| Admin fee / account holder | $365 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |