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 | $50,271 | $159,901-68.6% | $146,958-65.8% | $145,922-65.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $27,422 | $5,286+418.7% | $4,933+455.9% | $4,660+488.5% |
| Participant deferral / active EE | $45,050 | $8,428+434.5% | $8,070+458.2% | $6,688+573.6% |
| Admin fee / account holder | $238,222 | $15,044+1483.5% | $12,998+1732.7% | $13,397+1678.2% |