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 | $106,174 | $105,998+0.2% | $92,233+15.1% | $147,584-28.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 11.82% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,122 | $4,333-27.9% | $3,679-15.1% | $4,876-36.0% |
| Participant deferral / active EE | $6,084 | $4,478+35.9% | $3,897+56.1% | $5,439+11.9% |
| Admin fee / account holder | $8,590 | $6,332+35.7% | $5,194+65.4% | $10,885-21.1% |