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 | $61,712 | $115,770-46.7% | $101,248-39.0% | $158,922-61.2% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 19.85% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $7,935 | $4,175+90.1% | $3,660+116.8% | $4,761+66.7% |
| Participant deferral / active EE | $6,101 | $4,957+23.1% | $4,370+39.6% | $5,982+2.0% |
| Admin fee / account holder | $3,314 | $7,245-54.3% | $5,945-44.3% | $11,246-70.5% |