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 | $71,146 | $96,635-26.4% | $86,612-17.9% | $139,434-49.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 12.16% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,149 | $3,263+27.1% | $3,022+37.3% | $4,751-12.7% |
| Participant deferral / active EE | $3,494 | $4,836-27.7% | $4,438-21.3% | $6,710-47.9% |
| Admin fee / account holder | $9,803 | $6,408+53.0% | $5,614+74.6% | $11,403-14.0% |