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 | $68,462 | $105,998-35.4% | $92,233-25.8% | $147,584-53.6% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 19.84% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,763 | $4,333-59.3% | $3,679-52.1% | $4,876-63.8% |
| Participant deferral / active EE | $4,069 | $4,478-9.1% | $3,897+4.4% | $5,439-25.2% |
| Admin fee / account holder | $7,116 | $6,332+12.4% | $5,194+37.0% | $10,885-34.6% |