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 | $167,959 | $102,317+64.2% | $146,958+14.3% | $80,856+107.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 16.90% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $15,070 | $3,713+305.9% | $4,933+205.5% | $2,755+447.0% |
| Participant deferral / active EE | $11,361 | $6,644+71.0% | $8,070+40.8% | $4,296+164.5% |
| Admin fee / account holder | $2,855 | $7,941-64.1% | $12,998-78.0% | $6,918-58.7% |