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 9-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 | $83,002 | $111,724-25.7% | $93,606-11.3% | $145,922-43.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 18.35% | 202.98%-184.6pp | 133.20%-114.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,724 | $3,090-44.2% | $2,420-28.8% | $4,660-63.0% |
| Participant deferral / active EE | $7,801 | $4,912+58.8% | $4,411+76.8% | $6,688+16.6% |
| Admin fee / account holder | $928 | $10,250-90.9% | $8,285-88.8% | $13,397-93.1% |