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 | $83,757 | $96,635-13.3% | $86,612-3.3% | $139,434-39.9% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 15.68% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,552 | $3,263+70.1% | $3,022+83.7% | $4,751+16.9% |
| Participant deferral / active EE | $8,906 | $4,836+84.2% | $4,438+100.7% | $6,710+32.7% |
| Admin fee / account holder | $16,919 | $6,408+164.0% | $5,614+201.4% | $11,403+48.4% |