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 | $52,109 | $171,865-69.7% | $149,718-65.2% | $147,584-64.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 12.14% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,406 | $6,275-61.7% | $5,445-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $10,052 | $7,271+38.3% | $6,569+53.0% | $5,439+84.8% |
| Admin fee / account holder | $717 | $13,799-94.8% | $11,283-93.6% | $10,885-93.4% |