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 9-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 | $110,686 | $138,065-19.8% | $123,544-10.4% | $135,375-18.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 112.02% | 153.68%-41.7pp | 119.20%-7.2pp | 519.73%-407.7pp |
| Employer contribution / active EE | $3,063 | $5,151-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $4,333 | $6,799-36.3% | $6,426-32.6% | $5,609-22.7% |
| Admin fee / account holder | $18,054 | $10,916+65.4% | $9,284+94.5% | $10,827+66.8% |