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 5-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 | $82,255 | $111,724-26.4% | $93,606-12.1% | $145,922-43.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 11.26% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $15,113 | $3,090+389.1% | $2,420+524.5% | $4,660+224.3% |
| Participant deferral / active EE | $7,857 | $4,912+60.0% | $4,411+78.1% | $6,688+17.5% |
| Admin fee / account holder | $4,722 | $10,250-53.9% | $8,285-43.0% | $13,397-64.8% |