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 9-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 | $73,308 | $29,660+147.2% | $56,411+30.0% | $80,856-9.3% |
| Participation rate | 81.6% | 41.6%+40.0pp | 52.5%+29.2pp | 67.6%+14.0pp |
| Annual return | 44.16% | 35.23%+8.9pp | 1701.33%-1657.2pp | 35.59%+8.6pp |
| Employer contribution / active EE | $1,053 | $669+57.4% | $1,039+1.4% | $2,755-61.8% |
| Participant deferral / active EE | $1,358 | $1,226+10.7% | $1,952-30.5% | $4,296-68.4% |
| Admin fee / account holder | $5,776 | $2,428+137.9% | $2,829+104.2% | $6,918-16.5% |