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 | $106,180 | $150,187-29.3% | $120,354-11.8% | $145,922-27.2% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 14.47% | 154.07%-139.6pp | 107.15%-92.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $17,455 | $4,348+301.5% | $3,463+404.1% | $4,660+274.6% |
| Participant deferral / active EE | $11,740 | $6,173+90.2% | $4,991+135.2% | $6,688+75.5% |
| Admin fee / account holder | $1,406 | $12,207-88.5% | $9,423-85.1% | $13,397-89.5% |