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 5-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 | $86,575 | $96,635-10.4% | $86,6120% | $139,434-37.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.93% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,044 | $3,263-37.4% | $3,022-32.4% | $4,751-57.0% |
| Participant deferral / active EE | $8,281 | $4,836+71.2% | $4,438+86.6% | $6,710+23.4% |
| Admin fee / account holder | $4,499 | $6,408-29.8% | $5,614-19.9% | $11,403-60.5% |