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 | $114,903 | $100,852+13.9% | $90,404+27.1% | $158,922-27.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.56% | 1724.20%-1703.6pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $5,378 | $3,689+45.8% | $3,262+64.9% | $4,761+13.0% |
| Participant deferral / active EE | $7,332 | $4,348+68.6% | $3,963+85.0% | $5,982+22.6% |
| Admin fee / account holder | $1,410 | $6,501-78.3% | $5,611-74.9% | $11,246-87.5% |