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 10-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 | $80,776 | $109,327-26.1% | $89,391-9.6% | $158,922-49.2% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 6.21% | 345.68%-339.5pp | 245.62%-239.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,693 | $3,170+48.1% | $2,586+81.5% | $4,761-1.4% |
| Participant deferral / active EE | $9,324 | $4,598+102.8% | $3,890+139.7% | $5,982+55.9% |
| Admin fee / account holder | $1,134 | $6,153-81.6% | $4,881-76.8% | $11,246-89.9% |