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 | $53,862 | $217,402-75.2% | $185,823-71.0% | $167,490-67.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 62.39% | 148.36%-86.0pp | 122.05%-59.7pp | 478.56%-416.2pp |
| Employer contribution / active EE | $3,452 | $5,873-41.2% | $5,167-33.2% | $4,837-28.6% |
| Participant deferral / active EE | $8,568 | $6,356+34.8% | $5,568+53.9% | $6,341+35.1% |
| Admin fee / account holder | $1,680 | $19,811-91.5% | $16,237-89.7% | $12,309-86.3% |