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 6-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 | $54,175 | $102,317-47.1% | $146,958-63.1% | $80,856-33.0% |
| Participation rate | 70.5% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 13.01% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,802 | $3,713-24.5% | $4,933-43.2% | $2,755+1.7% |
| Participant deferral / active EE | $5,940 | $6,644-10.6% | $8,070-26.4% | $4,296+38.3% |
| Admin fee / account holder | $1,036 | $7,941-87.0% | $12,998-92.0% | $6,918-85.0% |