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 | $98,096 | $96,635+1.5% | $86,612+13.3% | $139,434-29.6% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.2pp |
| Annual return | 13.83% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,384 | $3,263+65.0% | $3,022+78.1% | $4,751+13.3% |
| Participant deferral / active EE | $6,851 | $4,836+41.7% | $4,438+54.4% | $6,710+2.1% |
| Admin fee / account holder | $10,134 | $6,408+58.1% | $5,614+80.5% | $11,403-11.1% |