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 | $105,706 | $83,902+26.0% | $167,512-36.9% | $84,808+24.6% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 14.16% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,128 | $2,264+126.5% | $3,882+32.1% | $2,631+94.9% |
| Participant deferral / active EE | $8,469 | $4,442+90.6% | $6,405+32.2% | $4,212+101.1% |
| Admin fee / account holder | $5,142 | $7,915-35.0% | $9,769-47.4% | $7,344-30.0% |