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 | $116,012 | $96,635+20.1% | $86,612+33.9% | $139,434-16.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 13.97% | 106.41%-92.4pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,036 | $3,263-7.0% | $3,022+0.4% | $4,751-36.1% |
| Participant deferral / active EE | $6,304 | $4,836+30.4% | $4,438+42.1% | $6,710-6.0% |
| Admin fee / account holder | $2,000 | $6,408-68.8% | $5,614-64.4% | $11,403-82.5% |