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 | $106,096 | $102,317+3.7% | $146,958-27.8% | $80,856+31.2% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 13.45% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,530 | $3,713-31.9% | $4,933-48.7% | $2,755-8.2% |
| Participant deferral / active EE | $6,285 | $6,644-5.4% | $8,070-22.1% | $4,296+46.3% |
| Admin fee / account holder | $1,178 | $7,941-85.2% | $12,998-90.9% | $6,918-83.0% |