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 | $26,449 | $102,317-74.2% | $146,958-82.0% | $80,856-67.3% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 17.37% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $5,200 | $3,713+40.0% | $4,933+5.4% | $2,755+88.8% |
| Participant deferral / active EE | $9,048 | $6,644+36.2% | $8,070+12.1% | $4,296+110.6% |
| Admin fee / account holder | $2,323 | $7,941-70.7% | $12,998-82.1% | $6,918-66.4% |