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 | $65,505 | $102,317-36.0% | $146,958-55.4% | $80,856-19.0% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 64.19% | 134.76%-70.6pp | 418.34%-354.1pp | 35.59%+28.6pp |
| Employer contribution / active EE | $2,569 | $3,713-30.8% | $4,933-47.9% | $2,755-6.7% |
| Participant deferral / active EE | $5,548 | $6,644-16.5% | $8,070-31.3% | $4,296+29.1% |
| Admin fee / account holder | $1,050 | $7,941-86.8% | $12,998-91.9% | $6,918-84.8% |