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 | $45,680 | $102,317-55.4% | $146,958-68.9% | $80,856-43.5% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.5pp | 67.6%+12.0pp |
| Annual return | 16.45% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,444 | $3,713-7.2% | $4,933-30.2% | $2,755+25.0% |
| Participant deferral / active EE | $10,132 | $6,644+52.5% | $8,070+25.5% | $4,296+135.8% |
| Admin fee / account holder | $6,376 | $7,941-19.7% | $12,998-50.9% | $6,918-7.8% |