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 | $28,275 | $102,317-72.4% | $146,958-80.8% | $80,856-65.0% |
| Participation rate | 88.2% | 75.8%+12.3pp | 82.2%+6.0pp | 67.6%+20.5pp |
| Annual return | 13.13% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,974 | $3,713-46.8% | $4,933-60.0% | $2,755-28.4% |
| Participant deferral / active EE | $4,596 | $6,644-30.8% | $8,070-43.0% | $4,296+7.0% |
| Admin fee / account holder | $1,537 | $7,941-80.7% | $12,998-88.2% | $6,918-77.8% |