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 | $55,508 | $83,902-33.8% | $167,512-66.9% | $84,808-34.5% |
| Participation rate | 81.4% | 66.5%+15.0pp | 77.1%+4.4pp | 68.3%+13.1pp |
| Annual return | 17.55% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,512 | $2,264+11.0% | $3,882-35.3% | $2,631-4.5% |
| Participant deferral / active EE | $5,904 | $4,442+32.9% | $6,405-7.8% | $4,212+40.2% |
| Admin fee / account holder | $4,359 | $7,915-44.9% | $9,769-55.4% | $7,344-40.6% |