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 9-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 | $72,220 | $88,751-18.6% | $81,812-11.7% | $145,922-50.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.02% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,919 | $3,083-5.3% | $2,912+0.2% | $4,660-37.4% |
| Participant deferral / active EE | $8,266 | $4,643+78.0% | $4,319+91.4% | $6,688+23.6% |
| Admin fee / account holder | $432 | $8,415-94.9% | $7,386-94.1% | $13,397-96.8% |