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 | $77,006 | $108,172-28.8% | $77,482-0.6% | $158,922-51.5% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 85.55% | 31.67%+53.9pp | 54.79%+30.8pp | 302.83%-217.3pp |
| Employer contribution / active EE | $2,273 | $1,325+71.5% | $986+130.4% | $4,761-52.3% |
| Participant deferral / active EE | $16,674 | $2,456+578.9% | $1,861+795.9% | $5,982+178.7% |
| Admin fee / account holder | $51,587 | $3,708+1291.4% | $2,858+1705.2% | $11,246+358.7% |