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 8-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 | $48,407 | $96,635-49.9% | $86,612-44.1% | $139,434-65.3% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 19.28% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,116 | $3,263+26.1% | $3,022+36.2% | $4,751-13.4% |
| Participant deferral / active EE | $9,686 | $4,836+100.3% | $4,438+118.3% | $6,710+44.3% |
| Admin fee / account holder | $4,578 | $6,408-28.6% | $5,614-18.5% | $11,403-59.9% |