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 10-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 | $62,690 | $100,852-37.8% | $90,404-30.7% | $158,922-60.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.45% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,845 | $3,689+31.4% | $3,262+48.5% | $4,761+1.8% |
| Participant deferral / active EE | $8,440 | $4,348+94.1% | $3,963+113.0% | $5,982+41.1% |
| Admin fee / account holder | $719 | $6,501-88.9% | $5,611-87.2% | $11,246-93.6% |