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 | $99,495 | $83,902+18.6% | $167,512-40.6% | $84,808+17.3% |
| Participation rate | 97.0% | 66.5%+30.5pp | 77.1%+19.9pp | 68.3%+28.7pp |
| Annual return | 17.12% | 91.55%-74.4pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,750 | $2,264-22.7% | $3,882-54.9% | $2,631-33.5% |
| Participant deferral / active EE | $13,602 | $4,442+206.2% | $6,405+112.4% | $4,212+223.0% |
| Admin fee / account holder | $5,059 | $7,915-36.1% | $9,769-48.2% | $7,344-31.1% |