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 | $65,428 | $74,888-12.6% | $71,209-8.1% | $142,382-54.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 61.32% | 345.14%-283.8pp | 282.51%-221.2pp | 217.08%-155.8pp |
| Employer contribution / active EE | $5,163 | $2,854+80.9% | $2,721+89.8% | $4,299+20.1% |
| Participant deferral / active EE | $5,622 | $4,454+26.2% | $4,175+34.6% | $6,507-13.6% |
| Admin fee / account holder | $16,588 | $5,568+197.9% | $5,349+210.1% | $12,624+31.4% |