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 | $66,868 | $96,635-30.8% | $86,612-22.8% | $139,434-52.0% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 22.28% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,734 | $3,263+14.4% | $3,022+23.6% | $4,751-21.4% |
| Participant deferral / active EE | $8,406 | $4,836+73.8% | $4,438+89.4% | $6,710+25.3% |
| Admin fee / account holder | $523 | $6,408-91.8% | $5,614-90.7% | $11,403-95.4% |