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 | $126,841 | $83,902+51.2% | $167,512-24.3% | $84,808+49.6% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 17.49% | 91.55%-74.1pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,692 | $2,264-25.2% | $3,882-56.4% | $2,631-35.7% |
| Participant deferral / active EE | $8,955 | $4,442+101.6% | $6,405+39.8% | $4,212+112.6% |
| Admin fee / account holder | $13,488 | $7,915+70.4% | $9,769+38.1% | $7,344+83.7% |