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 10-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 | $69,584 | $102,317-32.0% | $146,958-52.7% | $80,856-13.9% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 20.01% | 134.76%-114.7pp | 418.34%-398.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,933 | $3,713-47.9% | $4,933-60.8% | $2,755-29.8% |
| Participant deferral / active EE | $7,032 | $6,644+5.8% | $8,070-12.9% | $4,296+63.7% |
| Admin fee / account holder | $688 | $7,941-91.3% | $12,998-94.7% | $6,918-90.1% |