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 | $47,896 | $102,317-53.2% | $146,958-67.4% | $80,856-40.8% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.2%-6.7pp | 67.6%+7.8pp |
| Annual return | 21.98% | 134.76%-112.8pp | 418.34%-396.4pp | 35.59%-13.6pp |
| Employer contribution / active EE | $3,331 | $3,713-10.3% | $4,933-32.5% | $2,755+20.9% |
| Participant deferral / active EE | $11,304 | $6,644+70.1% | $8,070+40.1% | $4,296+163.1% |
| Admin fee / account holder | $3,105 | $7,941-60.9% | $12,998-76.1% | $6,918-55.1% |