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 | $108,580 | $109,327-0.7% | $89,391+21.5% | $158,922-31.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 83.44% | 345.68%-262.2pp | 245.62%-162.2pp | 302.83%-219.4pp |
| Employer contribution / active EE | $5,560 | $3,170+75.4% | $2,586+115.1% | $4,761+16.8% |
| Participant deferral / active EE | $3,209 | $4,598-30.2% | $3,890-17.5% | $5,982-46.4% |
| Admin fee / account holder | $14,578 | $6,153+136.9% | $4,881+198.6% | $11,246+29.6% |