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 | $57,564 | $102,317-43.7% | $146,958-60.8% | $80,856-28.8% |
| Participation rate | 89.4% | 75.8%+13.5pp | 82.2%+7.2pp | 67.6%+21.7pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,444 | $3,713-7.2% | $4,933-30.2% | $2,755+25.0% |
| Participant deferral / active EE | $8,745 | $6,644+31.6% | $8,070+8.4% | $4,296+103.6% |
| Admin fee / account holder | $20,871 | $7,941+162.8% | $12,998+60.6% | $6,918+201.7% |