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 | $86,078 | $29,660+190.2% | $56,411+52.6% | $80,856+6.5% |
| Participation rate | 79.2% | 41.6%+37.5pp | 52.5%+26.7pp | 67.6%+11.5pp |
| Annual return | 12.01% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,570 | $669+582.8% | $1,039+340.0% | $2,755+65.9% |
| Participant deferral / active EE | $9,272 | $1,226+656.3% | $1,952+375.0% | $4,296+115.8% |
| Admin fee / account holder | $15,982 | $2,428+558.4% | $2,829+465.0% | $6,918+131.0% |