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 | $126,175 | $70,756+78.3% | $65,493+92.7% | $142,382-11.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 23.38% | 1754.89%-1731.5pp | 982.45%-959.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,272 | $2,881-21.1% | $2,574-11.7% | $4,299-47.2% |
| Participant deferral / active EE | $6,139 | $4,637+32.4% | $3,961+55.0% | $6,507-5.7% |
| Admin fee / account holder | $6,120 | $6,559-6.7% | $5,028+21.7% | $12,624-51.5% |