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 | $66,698 | $102,317-34.8% | $146,958-54.6% | $80,856-17.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 16.77% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,576 | $3,713-3.7% | $4,933-27.5% | $2,755+29.8% |
| Participant deferral / active EE | $8,658 | $6,644+30.3% | $8,070+7.3% | $4,296+101.6% |
| Admin fee / account holder | $741 | $7,941-90.7% | $12,998-94.3% | $6,918-89.3% |