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 | $99,699 | $102,317-2.6% | $146,958-32.2% | $80,856+23.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,346 | $3,713-36.8% | $4,933-52.4% | $2,755-14.8% |
| Participant deferral / active EE | $11,423 | $6,644+71.9% | $8,070+41.6% | $4,296+165.9% |
| Admin fee / account holder | $4,418 | $7,941-44.4% | $12,998-66.0% | $6,918-36.1% |