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 | $93,742 | $96,635-3.0% | $86,612+8.2% | $139,434-32.8% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 21.34% | 106.41%-85.1pp | 591.07%-569.7pp | 372.94%-351.6pp |
| Employer contribution / active EE | $9,040 | $3,263+177.0% | $3,022+199.1% | $4,751+90.3% |
| Participant deferral / active EE | $4,655 | $4,836-3.8% | $4,438+4.9% | $6,710-30.6% |
| Admin fee / account holder | $1,384 | $6,408-78.4% | $5,614-75.3% | $11,403-87.9% |