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 | $61,819 | $90,348-31.6% | $75,972-18.6% | $145,922-57.6% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 9.99% | 620.88%-610.9pp | 359.55%-349.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,320 | $3,311-29.9% | $2,685-13.6% | $4,660-50.2% |
| Participant deferral / active EE | $6,642 | $5,162+28.7% | $4,255+56.1% | $6,688-0.7% |
| Admin fee / account holder | $3,826 | $8,467-54.8% | $6,467-40.8% | $13,397-71.4% |