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 | $54,419 | $68,346-20.4% | $94,646-42.5% | $75,163-27.6% |
| Participation rate | 79.7% | 76.1%+3.6pp | 80.8%-1.1pp | 67.2%+12.5pp |
| Annual return | 25.62% | 616.93%-591.3pp | 156.71%-131.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $4,304 | $2,701+59.4% | $3,672+17.2% | $2,670+61.2% |
| Participant deferral / active EE | $11,458 | $6,537+75.3% | $7,418+54.5% | $4,125+177.8% |
| Admin fee / account holder | $7,795 | $5,326+46.4% | $7,231+7.8% | $5,651+37.9% |