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 6-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 | $80,293 | $159,901-49.8% | $146,958-45.4% | $145,922-45.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 10.26% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $10,763 | $5,286+103.6% | $4,933+118.2% | $4,660+131.0% |
| Participant deferral / active EE | $14,743 | $8,428+74.9% | $8,070+82.7% | $6,688+120.5% |
| Admin fee / account holder | $2,534 | $15,044-83.2% | $12,998-80.5% | $13,397-81.1% |