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 | $91,449 | $96,635-5.4% | $86,612+5.6% | $139,434-34.4% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 20.41% | 106.41%-86.0pp | 591.07%-570.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,479 | $3,263+98.6% | $3,022+114.4% | $4,751+36.4% |
| Participant deferral / active EE | $7,945 | $4,836+64.3% | $4,438+79.0% | $6,710+18.4% |
| Admin fee / account holder | $5,150 | $6,408-19.6% | $5,614-8.3% | $11,403-54.8% |