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 | $115,312 | $99,877+15.5% | $84,966+35.7% | $145,922-21.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 68.17% | 83.76%-15.6pp | 66.38%+1.8pp | 561.29%-493.1pp |
| Employer contribution / active EE | $2,215 | $3,231-31.4% | $2,727-18.8% | $4,660-52.5% |
| Participant deferral / active EE | $8,277 | $5,291+56.4% | $4,519+83.1% | $6,688+23.8% |
| Admin fee / account holder | $44,193 | $7,248+509.7% | $6,149+618.7% | $13,397+229.9% |