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 | $84,558 | $118,849-28.9% | $96,562-12.4% | $167,490-49.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 13.01% | 50.49%-37.5pp | 37.78%-24.8pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,898 | $3,120+89.1% | $2,356+150.3% | $4,837+21.9% |
| Participant deferral / active EE | $5,050 | $4,616+9.4% | $3,849+31.2% | $6,341-20.4% |
| Admin fee / account holder | $42,053 | $8,065+421.4% | $6,181+580.4% | $12,309+241.6% |