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 | $87,302 | $104,907-16.8% | $84,611+3.2% | $152,861-42.9% |
| Participation rate | 94.1% | 74.8%+19.3pp | 68.2%+25.9pp | 82.4%+11.7pp |
| Annual return | 22.71% | 373.79%-351.1pp | 258.74%-236.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,383 | $3,302+93.3% | $2,652+140.7% | $4,762+34.0% |
| Participant deferral / active EE | $2,453 | $4,688-47.7% | $3,899-37.1% | $5,850-58.1% |
| Admin fee / account holder | $1,563 | $6,241-75.0% | $4,912-68.2% | $11,596-86.5% |