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 | $84,598 | $89,753-5.7% | $107,525-21.3% | $84,808-0.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 51.11% | 29.48%+21.6pp | 181.32%-130.2pp | 40.90%+10.2pp |
| Employer contribution / active EE | $6,201 | $3,113+99.2% | $3,754+65.2% | $2,631+135.7% |
| Participant deferral / active EE | $4,281 | $4,056+5.6% | $5,116-16.3% | $4,212+1.7% |
| Admin fee / account holder | $21,571 | $7,222+198.7% | $8,919+141.9% | $7,344+193.7% |