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 | $117,337 | $159,901-26.6% | $146,958-20.2% | $145,922-19.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 12.20% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,932 | $5,286-44.5% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $6,926 | $8,428-17.8% | $8,070-14.2% | $6,688+3.6% |
| Admin fee / account holder | $19,724 | $15,044+31.1% | $12,998+51.7% | $13,397+47.2% |