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 | $83,030 | $68,346+21.5% | $94,646-12.3% | $75,163+10.5% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 19.64% | 616.93%-597.3pp | 156.71%-137.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,216 | $2,701-18.0% | $3,672-39.7% | $2,670-17.0% |
| Participant deferral / active EE | $4,993 | $6,537-23.6% | $7,418-32.7% | $4,125+21.0% |
| Admin fee / account holder | $14,952 | $5,326+180.7% | $7,231+106.8% | $5,651+164.6% |