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 | $128,434 | $102,317+25.5% | $146,958-12.6% | $80,856+58.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 17.89% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,306 | $3,713+42.9% | $4,933+7.6% | $2,755+92.6% |
| Participant deferral / active EE | $14,004 | $6,644+110.8% | $8,070+73.5% | $4,296+226.0% |
| Admin fee / account holder | $1,732 | $7,941-78.2% | $12,998-86.7% | $6,918-75.0% |