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 | $96,694 | $91,538+5.6% | $129,995-25.6% | $75,163+28.6% |
| Participation rate | 94.1% | 71.4%+22.7pp | 78.5%+15.6pp | 67.2%+26.9pp |
| Annual return | 14.49% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $6,774 | $2,845+138.1% | $4,320+56.8% | $2,670+153.7% |
| Participant deferral / active EE | $8,922 | $4,341+105.5% | $5,820+53.3% | $4,125+116.3% |
| Admin fee / account holder | $36,942 | $6,790+444.0% | $10,614+248.0% | $5,651+553.7% |