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 | $137,833 | $102,317+34.7% | $146,958-6.2% | $80,856+70.5% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 13.11% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,192 | $3,713+66.8% | $4,933+25.5% | $2,755+124.8% |
| Participant deferral / active EE | $7,866 | $6,644+18.4% | $8,070-2.5% | $4,296+83.1% |
| Admin fee / account holder | $3,034 | $7,941-61.8% | $12,998-76.7% | $6,918-56.1% |