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 | $173,598 | $91,538+89.6% | $129,995+33.5% | $75,163+131.0% |
| Participation rate | 92.7% | 71.4%+21.3pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 126.95% | -631.11%+758.1pp | -137.18%+264.1pp | 160.62%-33.7pp |
| Employer contribution / active EE | $5,227 | $2,845+83.7% | $4,320+21.0% | $2,670+95.8% |
| Participant deferral / active EE | $6,101 | $4,341+40.5% | $5,820+4.8% | $4,125+47.9% |
| Admin fee / account holder | $12,091 | $6,790+78.1% | $10,614+13.9% | $5,651+114.0% |