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 5-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 | $35,414 | $88,751-60.1% | $81,812-56.7% | $145,922-75.7% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 15.56% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,893 | $3,083-6.2% | $2,912-0.7% | $4,660-37.9% |
| Participant deferral / active EE | $8,066 | $4,643+73.7% | $4,319+86.8% | $6,688+20.6% |
| Admin fee / account holder | $1,713 | $8,415-79.6% | $7,386-76.8% | $13,397-87.2% |