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 | $58,696 | $159,901-63.3% | $146,958-60.1% | $145,922-59.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,094 | $5,286-22.5% | $4,933-17.0% | $4,660-12.1% |
| Participant deferral / active EE | $10,279 | $8,428+22.0% | $8,070+27.4% | $6,688+53.7% |
| Admin fee / account holder | $4,353 | $15,044-71.1% | $12,998-66.5% | $13,397-67.5% |