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 | $92,674 | $89,355+3.7% | $141,162-34.3% | $72,985+27.0% |
| Participation rate | 82.0% | 75.1%+6.9pp | 82.5%-0.5pp | 69.5%+12.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,658 | $3,114-14.7% | $4,735-43.9% | $2,440+8.9% |
| Participant deferral / active EE | $5,240 | $5,418-3.3% | $6,709-21.9% | $3,607+45.3% |
| Admin fee / account holder | $1,044 | $5,958-82.5% | $10,261-89.8% | $5,124-79.6% |