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 | $78,386 | $102,317-23.4% | $146,958-46.7% | $80,856-3.1% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,989 | $3,713+34.4% | $4,933+1.1% | $2,755+81.1% |
| Participant deferral / active EE | $7,315 | $6,644+10.1% | $8,070-9.4% | $4,296+70.3% |
| Admin fee / account holder | $613 | $7,941-92.3% | $12,998-95.3% | $6,918-91.1% |