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 | $63,537 | $159,901-60.3% | $146,958-56.8% | $145,922-56.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 22.15% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $9,836 | $5,286+86.1% | $4,933+99.4% | $4,660+111.1% |
| Participant deferral / active EE | $9,795 | $8,428+16.2% | $8,070+21.4% | $6,688+46.5% |
| Admin fee / account holder | $739 | $15,044-95.1% | $12,998-94.3% | $13,397-94.5% |