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 | $76,455 | $124,185-38.4% | $108,410-29.5% | $167,490-54.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.21% | 1379.64%-1366.4pp | 905.27%-892.1pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,490 | $4,187+78.9% | $3,558+110.5% | $4,837+54.8% |
| Participant deferral / active EE | $3,720 | $6,908-46.2% | $6,563-43.3% | $6,341-41.3% |
| Admin fee / account holder | $1,909 | $9,455-79.8% | $7,295-73.8% | $12,309-84.5% |