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 | $69,567 | $100,852-31.0% | $90,404-23.0% | $158,922-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.58% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $4,797 | $3,689+30.1% | $3,262+47.1% | $4,761+0.8% |
| Participant deferral / active EE | $14,006 | $4,348+222.1% | $3,963+253.4% | $5,982+134.1% |
| Admin fee / account holder | $1,272 | $6,501-80.4% | $5,611-77.3% | $11,246-88.7% |