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 | $86,421 | $81,248+6.4% | $155,509-44.4% | $80,856+6.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 151.21% | 33.31%+117.9pp | 64.67%+86.5pp | 35.59%+115.6pp |
| Employer contribution / active EE | $2,126 | $3,100-31.4% | $4,672-54.5% | $2,755-22.8% |
| Participant deferral / active EE | $5,067 | $3,452+46.8% | $5,626-9.9% | $4,296+18.0% |
| Admin fee / account holder | $455 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |