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 | $81,236 | $105,998-23.4% | $92,233-11.9% | $147,584-45.0% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 12.31% | 50.05%-37.7pp | 176.28%-164.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,601 | $4,333-40.0% | $3,679-29.3% | $4,876-46.7% |
| Participant deferral / active EE | $8,781 | $4,478+96.1% | $3,897+125.4% | $5,439+61.5% |
| Admin fee / account holder | $15,248 | $6,332+140.8% | $5,194+193.6% | $10,885+40.1% |