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 8-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 | $35,227 | $155,788-77.4% | $124,672-71.7% | $167,490-79.0% |
| Participation rate | 92.9% | 81.1%+11.8pp | 74.6%+18.2pp | 82.1%+10.8pp |
| Annual return | 22.98% | 17.97%+5.0pp | 5142.93%-5120.0pp | 478.56%-455.6pp |
| Employer contribution / active EE | $3,050 | $4,163-26.7% | $3,324-8.2% | $4,837-36.9% |
| Participant deferral / active EE | $8,805 | $5,673+55.2% | $4,614+90.8% | $6,341+38.8% |
| Admin fee / account holder | $774 | $9,531-91.9% | $7,493-89.7% | $12,309-93.7% |