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 9-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 | $62,792 | $102,317-38.6% | $146,958-57.3% | $80,856-22.3% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 11.96% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,418 | $3,713-61.8% | $4,933-71.3% | $2,755-48.5% |
| Participant deferral / active EE | $6,006 | $6,644-9.6% | $8,070-25.6% | $4,296+39.8% |
| Admin fee / account holder | $1,158 | $7,941-85.4% | $12,998-91.1% | $6,918-83.3% |