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 | $234,505 | $83,902+179.5% | $167,512+40.0% | $84,808+176.5% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 16.45% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,795 | $2,264+23.5% | $3,882-28.0% | $2,631+6.2% |
| Participant deferral / active EE | $9,861 | $4,442+122.0% | $6,405+54.0% | $4,212+134.1% |
| Admin fee / account holder | $1,974 | $7,915-75.1% | $9,769-79.8% | $7,344-73.1% |