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 | $105,475 | $102,317+3.1% | $146,958-28.2% | $80,856+30.4% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.2%-5.6pp | 67.6%+9.0pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $907 | $3,713-75.6% | $4,933-81.6% | $2,755-67.1% |
| Participant deferral / active EE | $8,872 | $6,644+33.5% | $8,070+9.9% | $4,296+106.5% |
| Admin fee / account holder | $11,797 | $7,941+48.5% | $12,998-9.2% | $6,918+70.5% |