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 | $85,405 | $102,317-16.5% | $146,958-41.9% | $80,856+5.6% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,665 | $3,713-1.3% | $4,933-25.7% | $2,755+33.0% |
| Participant deferral / active EE | $8,913 | $6,644+34.2% | $8,070+10.5% | $4,296+107.5% |
| Admin fee / account holder | $3,698 | $7,941-53.4% | $12,998-71.5% | $6,918-46.5% |