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 | $88,796 | $56,114+58.2% | $96,139-7.6% | $85,850+3.4% |
| Participation rate | 98.0% | 56.7%+41.3pp | 68.4%+29.6pp | 69.3%+28.7pp |
| Annual return | 14.76% | 42.30%-27.5pp | 191.94%-177.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $6,035 | $1,620+272.6% | $2,797+115.8% | $2,565+135.3% |
| Participant deferral / active EE | $2,590 | $2,859-9.4% | $4,349-40.4% | $3,952-34.5% |
| Admin fee / account holder | $19,703 | $3,768+422.9% | $5,537+255.9% | $6,260+214.8% |