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 | $76,706 | $209,411-63.4% | $178,490-57.0% | $158,922-51.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.68% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $9,438 | $5,706+65.4% | $5,011+88.4% | $4,761+98.2% |
| Participant deferral / active EE | $4,327 | $5,954-27.3% | $5,202-16.8% | $5,982-27.7% |
| Admin fee / account holder | $431 | $17,074-97.5% | $13,984-96.9% | $11,246-96.2% |