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 5-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 | $67,880 | $102,317-33.7% | $146,958-53.8% | $80,856-16.0% |
| Participation rate | 90.2% | 75.8%+14.3pp | 82.2%+8.0pp | 67.6%+22.5pp |
| Annual return | 24.75% | 134.76%-110.0pp | 418.34%-393.6pp | 35.59%-10.8pp |
| Employer contribution / active EE | $5,385 | $3,713+45.0% | $4,933+9.2% | $2,755+95.5% |
| Participant deferral / active EE | $10,174 | $6,644+53.1% | $8,070+26.1% | $4,296+136.8% |
| Admin fee / account holder | $1,709 | $7,941-78.5% | $12,998-86.8% | $6,918-75.3% |