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 | $83,069 | $83,902-1.0% | $167,512-50.4% | $84,808-2.0% |
| Participation rate | 75.7% | 66.5%+9.2pp | 77.1%-1.4pp | 68.3%+7.4pp |
| Annual return | 18.01% | 91.55%-73.5pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,670 | $2,264-26.2% | $3,882-57.0% | $2,631-36.5% |
| Participant deferral / active EE | $5,382 | $4,442+21.2% | $6,405-16.0% | $4,212+27.8% |
| Admin fee / account holder | $2,216 | $7,915-72.0% | $9,769-77.3% | $7,344-69.8% |