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 8-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 | $67,974 | $102,317-33.6% | $146,958-53.7% | $80,856-15.9% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.2%-6.7pp | 67.6%+7.8pp |
| Annual return | 13.97% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,228 | $3,713+13.9% | $4,933-14.3% | $2,755+53.5% |
| Participant deferral / active EE | $11,008 | $6,644+65.7% | $8,070+36.4% | $4,296+156.2% |
| Admin fee / account holder | $18,364 | $7,941+131.2% | $12,998+41.3% | $6,918+165.5% |