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 | $81,376 | $102,317-20.5% | $146,958-44.6% | $80,856+0.6% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 48.90% | 134.76%-85.9pp | 418.34%-369.4pp | 35.59%+13.3pp |
| Employer contribution / active EE | $3,128 | $3,713-15.8% | $4,933-36.6% | $2,755+13.5% |
| Participant deferral / active EE | $8,230 | $6,644+23.9% | $8,070+2.0% | $4,296+91.6% |
| Admin fee / account holder | $1,719 | $7,941-78.4% | $12,998-86.8% | $6,918-75.2% |