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 | $77,678 | $102,317-24.1% | $146,958-47.1% | $80,856-3.9% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 14.11% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,587 | $3,713-30.3% | $4,933-47.6% | $2,755-6.1% |
| Participant deferral / active EE | $7,084 | $6,644+6.6% | $8,070-12.2% | $4,296+64.9% |
| Admin fee / account holder | $8,559 | $7,941+7.8% | $12,998-34.1% | $6,918+23.7% |