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 7-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 | $50,840 | $88,751-42.7% | $81,812-37.9% | $145,922-65.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 18.77% | 1025.40%-1006.6pp | 773.79%-755.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,686 | $3,083-12.9% | $2,912-7.8% | $4,660-42.3% |
| Participant deferral / active EE | $8,308 | $4,643+78.9% | $4,319+92.4% | $6,688+24.2% |
| Admin fee / account holder | $2,503 | $8,415-70.3% | $7,386-66.1% | $13,397-81.3% |