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 | $76,970 | $96,635-20.4% | $86,612-11.1% | $139,434-44.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.57% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $9,841 | $3,263+201.6% | $3,022+225.6% | $4,751+107.1% |
| Participant deferral / active EE | $8,684 | $4,836+79.6% | $4,438+95.7% | $6,710+29.4% |
| Admin fee / account holder | $689 | $6,408-89.2% | $5,614-87.7% | $11,403-94.0% |