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 8-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 | $87,402 | $138,065-36.7% | $123,544-29.3% | $135,375-35.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 177.67% | 153.68%+24.0pp | 119.20%+58.5pp | 519.73%-342.1pp |
| Employer contribution / active EE | $1,360 | $5,151-73.6% | $4,628-70.6% | $4,779-71.5% |
| Participant deferral / active EE | $3,526 | $6,799-48.1% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $6,549 | $10,916-40.0% | $9,284-29.5% | $10,827-39.5% |