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 | $45,015 | $110,809-59.4% | $86,874-48.2% | $167,490-73.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 71.6%+17.3pp | 82.1%+6.8pp |
| Annual return | 16.77% | 116.98%-100.2pp | 63.52%-46.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $7,595 | $3,244+134.1% | $2,495+204.4% | $4,837+57.0% |
| Participant deferral / active EE | $6,500 | $4,546+43.0% | $3,699+75.7% | $6,341+2.5% |
| Admin fee / account holder | $3,199 | $8,415-62.0% | $5,828-45.1% | $12,309-74.0% |