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 | $83,871 | $102,317-18.0% | $146,958-42.9% | $80,856+3.7% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 13.85% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,165 | $3,713-14.8% | $4,933-35.8% | $2,755+14.9% |
| Participant deferral / active EE | $15,023 | $6,644+126.1% | $8,070+86.2% | $4,296+249.7% |
| Admin fee / account holder | $14,267 | $7,941+79.7% | $12,998+9.8% | $6,918+106.2% |