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 | $64,549 | $109,982-41.3% | $97,226-33.6% | $145,922-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.53% | 242.90%-228.4pp | 75.13%-60.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,045 | $3,084+128.5% | $2,729+158.2% | $4,660+51.2% |
| Participant deferral / active EE | $19,137 | $4,676+309.3% | $4,264+348.8% | $6,688+186.1% |
| Admin fee / account holder | $579 | $6,221-90.7% | $5,654-89.8% | $13,397-95.7% |