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 10-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 | $75,866 | $102,317-25.9% | $146,958-48.4% | $80,856-6.2% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 15.89% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $7,382 | $3,713+98.8% | $4,933+49.7% | $2,755+168.0% |
| Participant deferral / active EE | $6,631 | $6,644-0.2% | $8,070-17.8% | $4,296+54.4% |
| Admin fee / account holder | $9,493 | $7,941+19.5% | $12,998-27.0% | $6,918+37.2% |