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 | $72,331 | $102,317-29.3% | $146,958-50.8% | $80,856-10.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 23.26% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $4,790 | $3,713+29.0% | $4,933-2.9% | $2,755+73.9% |
| Participant deferral / active EE | $15,003 | $6,644+125.8% | $8,070+85.9% | $4,296+249.2% |
| Admin fee / account holder | $5,775 | $7,941-27.3% | $12,998-55.6% | $6,918-16.5% |