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 | $86,009 | $102,966-16.5% | $90,281-4.7% | $152,861-43.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 13.21% | 95.16%-81.9pp | 78.10%-64.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $12,286 | $3,139+291.4% | $2,854+330.4% | $4,762+158.0% |
| Participant deferral / active EE | $6,118 | $4,281+42.9% | $3,885+57.5% | $5,850+4.6% |
| Admin fee / account holder | $1,711 | $6,171-72.3% | $5,351-68.0% | $11,596-85.2% |