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 | $90,425 | $129,217-30.0% | $93,406-3.2% | $158,922-43.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 118.21%-103.0pp | 78.05%-62.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,967 | $2,711-27.5% | $2,075-5.2% | $4,761-58.7% |
| Participant deferral / active EE | $5,340 | $3,909+36.6% | $3,126+70.8% | $5,982-10.7% |
| Admin fee / account holder | $570 | $7,383-92.3% | $5,230-89.1% | $11,246-94.9% |