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 | $76,396 | $102,317-25.3% | $146,958-48.0% | $80,856-5.5% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 13.50% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,167 | $3,713-68.6% | $4,933-76.3% | $2,755-57.6% |
| Participant deferral / active EE | $6,317 | $6,644-4.9% | $8,070-21.7% | $4,296+47.0% |
| Admin fee / account holder | $2,159 | $7,941-72.8% | $12,998-83.4% | $6,918-68.8% |