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 | $64,617 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 12.65% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,721 | $5,286-48.5% | $4,933-44.8% | $4,660-41.6% |
| Participant deferral / active EE | $6,360 | $8,428-24.5% | $8,070-21.2% | $6,688-4.9% |
| Admin fee / account holder | $5,699 | $15,044-62.1% | $12,998-56.2% | $13,397-57.5% |