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 | $87,660 | $102,317-14.3% | $146,958-40.4% | $80,856+8.4% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 14.39% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $9,314 | $3,713+150.8% | $4,933+88.8% | $2,755+238.1% |
| Participant deferral / active EE | $8,638 | $6,644+30.0% | $8,070+7.0% | $4,296+101.1% |
| Admin fee / account holder | $4,572 | $7,941-42.4% | $12,998-64.8% | $6,918-33.9% |