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 | $77,585 | $53,516+45.0% | $126,539-38.7% | $84,808-8.5% |
| Participation rate | 86.4% | 58.2%+28.1pp | 69.8%+16.5pp | 68.3%+18.1pp |
| Annual return | 15.85% | 58.34%-42.5pp | 425.95%-410.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,345 | $2,671+324.8% | $4,083+177.9% | $4,212+169.4% |
| Admin fee / account holder | $2,544 | $4,497-43.4% | $6,065-58.1% | $7,344-65.4% |