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 | $64,651 | $209,411-69.1% | $178,490-63.8% | $158,922-59.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.32% | 188.75%-152.4pp | 151.07%-114.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $7,945 | $5,706+39.2% | $5,011+58.6% | $4,761+66.9% |
| Participant deferral / active EE | $4,588 | $5,954-22.9% | $5,202-11.8% | $5,982-23.3% |
| Admin fee / account holder | $1,532 | $17,074-91.0% | $13,984-89.0% | $11,246-86.4% |