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 | $103,282 | $105,181-1.8% | $159,436-35.2% | $85,850+20.3% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 14.62% | 45.07%-30.5pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,394 | $3,318+92.7% | $4,829+32.4% | $2,565+149.3% |
| Participant deferral / active EE | $7,226 | $5,945+21.5% | $7,352-1.7% | $3,952+82.8% |
| Admin fee / account holder | $3,047 | $6,933-56.1% | $10,799-71.8% | $6,260-51.3% |