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 6-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 | $35,545 | $159,901-77.8% | $146,958-75.8% | $145,922-75.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,852 | $5,286-27.1% | $4,933-21.9% | $4,660-17.3% |
| Participant deferral / active EE | $9,337 | $8,428+10.8% | $8,070+15.7% | $6,688+39.6% |
| Admin fee / account holder | $7,834 | $15,044-47.9% | $12,998-39.7% | $13,397-41.5% |