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 | $164,219 | $83,902+95.7% | $167,512-2.0% | $84,808+93.6% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 15.23% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,856 | $2,264-18.0% | $3,882-52.2% | $2,631-29.5% |
| Participant deferral / active EE | $12,370 | $4,442+178.5% | $6,405+93.1% | $4,212+193.7% |
| Admin fee / account holder | $6,424 | $7,915-18.8% | $9,769-34.2% | $7,344-12.5% |