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 | $83,649 | $102,317-18.2% | $146,958-43.1% | $80,856+3.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 48.74% | 134.76%-86.0pp | 418.34%-369.6pp | 35.59%+13.1pp |
| Employer contribution / active EE | $4,914 | $3,713+32.3% | $4,933-0.4% | $2,755+78.4% |
| Participant deferral / active EE | $8,519 | $6,644+28.2% | $8,070+5.6% | $4,296+98.3% |
| Admin fee / account holder | $18,400 | $7,941+131.7% | $12,998+41.6% | $6,918+166.0% |