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 | $65,152 | $105,998-38.5% | $92,233-29.4% | $147,584-55.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.27% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,643 | $4,333-39.0% | $3,679-28.2% | $4,876-45.8% |
| Participant deferral / active EE | $4,635 | $4,478+3.5% | $3,897+19.0% | $5,439-14.8% |
| Admin fee / account holder | $36,059 | $6,332+469.4% | $5,194+594.3% | $10,885+231.3% |