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 | $109,886 | $83,902+31.0% | $167,512-34.4% | $84,808+29.6% |
| Participation rate | 73.3% | 66.5%+6.9pp | 77.1%-3.7pp | 68.3%+5.0pp |
| Annual return | 13.82% | 91.55%-77.7pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,963 | $2,264+30.9% | $3,882-23.7% | $2,631+12.6% |
| Participant deferral / active EE | $6,831 | $4,442+53.8% | $6,405+6.7% | $4,212+62.2% |
| Admin fee / account holder | $5,794 | $7,915-26.8% | $9,769-40.7% | $7,344-21.1% |