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 6-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 | $55,936 | $102,317-45.3% | $146,958-61.9% | $80,856-30.8% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 15.81% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,286 | $3,713+42.4% | $4,933+7.2% | $2,755+91.9% |
| Participant deferral / active EE | $8,493 | $6,644+27.8% | $8,070+5.2% | $4,296+97.7% |
| Admin fee / account holder | $4,296 | $7,941-45.9% | $12,998-67.0% | $6,918-37.9% |