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 | $77,935 | $96,635-19.4% | $86,612-10.0% | $139,434-44.1% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 18.22% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,754 | $3,263+45.7% | $3,022+57.3% | $4,751+0.1% |
| Participant deferral / active EE | $6,913 | $4,836+43.0% | $4,438+55.8% | $6,710+3.0% |
| Admin fee / account holder | $397 | $6,408-93.8% | $5,614-92.9% | $11,403-96.5% |