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 10-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 | $80,457 | $102,317-21.4% | $146,958-45.3% | $80,856-0.5% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,224 | $3,713+40.7% | $4,933+5.9% | $2,755+89.6% |
| Participant deferral / active EE | $13,018 | $6,644+95.9% | $8,070+61.3% | $4,296+203.0% |
| Admin fee / account holder | $3,726 | $7,941-53.1% | $12,998-71.3% | $6,918-46.1% |