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 | $82,349 | $102,317-19.5% | $146,958-44.0% | $80,856+1.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 14.00% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,329 | $3,713-10.3% | $4,933-32.5% | $2,755+20.8% |
| Participant deferral / active EE | $6,466 | $6,644-2.7% | $8,070-19.9% | $4,296+50.5% |
| Admin fee / account holder | $4,547 | $7,941-42.7% | $12,998-65.0% | $6,918-34.3% |