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 | $67,571 | $209,411-67.7% | $178,490-62.1% | $158,922-57.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.65% | 188.75%-145.1pp | 151.07%-107.4pp | 302.83%-259.2pp |
| Employer contribution / active EE | $5,371 | $5,706-5.9% | $5,011+7.2% | $4,761+12.8% |
| Participant deferral / active EE | $8,249 | $5,954+38.5% | $5,202+58.6% | $5,982+37.9% |
| Admin fee / account holder | $427 | $17,074-97.5% | $13,984-96.9% | $11,246-96.2% |