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 | $142,114 | $72,400+96.3% | $67,502+110.5% | $145,922-2.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.47% | 7182.46%-7170.0pp | 3512.12%-3499.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,526 | $3,069-50.3% | $2,731-44.1% | $4,660-67.3% |
| Participant deferral / active EE | $9,031 | $4,783+88.8% | $4,000+125.8% | $6,688+35.0% |
| Admin fee / account holder | $903 | $5,539-83.7% | $3,998-77.4% | $13,397-93.3% |