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 | $69,967 | $102,317-31.6% | $146,958-52.4% | $80,856-13.5% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 32.49% | 134.76%-102.3pp | 418.34%-385.8pp | 35.59%-3.1pp |
| Employer contribution / active EE | $2,764 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $11,204 | $6,644+68.6% | $8,070+38.8% | $4,296+160.8% |
| Admin fee / account holder | $9,874 | $7,941+24.3% | $12,998-24.0% | $6,918+42.7% |