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 | $127,347 | $104,907+21.4% | $84,611+50.5% | $152,861-16.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 106.75% | 373.79%-267.0pp | 258.74%-152.0pp | 345.32%-238.6pp |
| Employer contribution / active EE | $939 | $3,302-71.5% | $2,652-64.6% | $4,762-80.3% |
| Participant deferral / active EE | $2,176 | $4,688-53.6% | $3,899-44.2% | $5,850-62.8% |
| Admin fee / account holder | $1,013 | $6,241-83.8% | $4,912-79.4% | $11,596-91.3% |