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 | $45,288 | $102,317-55.7% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 19.18% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,766 | $3,713+1.4% | $4,933-23.6% | $2,755+36.7% |
| Participant deferral / active EE | $6,960 | $6,644+4.8% | $8,070-13.8% | $4,296+62.0% |
| Admin fee / account holder | $4,613 | $7,941-41.9% | $12,998-64.5% | $6,918-33.3% |