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 | $48,072 | $102,317-53.0% | $146,958-67.3% | $80,856-40.5% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 21.10% | 134.76%-113.7pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,600 | $3,713+23.9% | $4,933-6.7% | $2,755+67.0% |
| Participant deferral / active EE | $14,008 | $6,644+110.8% | $8,070+73.6% | $4,296+226.1% |
| Admin fee / account holder | $2,324 | $7,941-70.7% | $12,998-82.1% | $6,918-66.4% |