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 | $75,707 | $102,317-26.0% | $146,958-48.5% | $80,856-6.4% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 16.59% | 134.76%-118.2pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,731 | $3,713-26.5% | $4,933-44.6% | $2,755-0.9% |
| Participant deferral / active EE | $6,593 | $6,644-0.8% | $8,070-18.3% | $4,296+53.5% |
| Admin fee / account holder | $6,679 | $7,941-15.9% | $12,998-48.6% | $6,918-3.5% |