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 9-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 | $63,870 | $78,672-18.8% | $109,143-41.5% | $85,850-25.6% |
| Participation rate | 89.9% | 68.3%+21.6pp | 75.9%+14.0pp | 69.3%+20.5pp |
| Annual return | 17.73% | 25.09%-7.4pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $14,585 | $2,735+433.3% | $3,722+291.9% | $2,565+468.6% |
| Participant deferral / active EE | $2,242 | $3,467-35.3% | $4,653-51.8% | $3,952-43.3% |
| Admin fee / account holder | $9,262 | $5,469+69.4% | $6,752+37.2% | $6,260+48.0% |