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 | $75,058 | $157,256-52.3% | $141,162-46.8% | $152,861-50.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 918.86% | 64.32%+854.5pp | 71.39%+847.5pp | 345.32%+573.5pp |
| Employer contribution / active EE | $3,830 | $5,261-27.2% | $4,735-19.1% | $4,762-19.6% |
| Participant deferral / active EE | $8,181 | $7,109+15.1% | $6,709+21.9% | $5,850+39.8% |
| Admin fee / account holder | $2,471 | $12,120-79.6% | $10,261-75.9% | $11,596-78.7% |