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 7-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 | $77,565 | $159,901-51.5% | $146,958-47.2% | $145,922-46.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 24.93% | 98.13%-73.2pp | 418.34%-393.4pp | 561.29%-536.4pp |
| Employer contribution / active EE | $3,087 | $5,286-41.6% | $4,933-37.4% | $4,660-33.8% |
| Participant deferral / active EE | $9,425 | $8,428+11.8% | $8,070+16.8% | $6,688+40.9% |
| Admin fee / account holder | $344 | $15,044-97.7% | $12,998-97.4% | $13,397-97.4% |