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 | $109,660 | $92,703+18.3% | $82,719+32.6% | $134,475-18.5% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,356 | $3,274-28.0% | $3,009-21.7% | $4,740-50.3% |
| Participant deferral / active EE | $4,214 | $4,802-12.3% | $4,395-4.1% | $6,400-34.2% |
| Admin fee / account holder | $23,551 | $5,983+293.7% | $5,329+341.9% | $11,426+106.1% |