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 | $86,558 | $102,317-15.4% | $146,958-41.1% | $80,856+7.1% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 14.47% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,342 | $3,713+70.8% | $4,933+28.6% | $2,755+130.2% |
| Participant deferral / active EE | $3,759 | $6,644-43.4% | $8,070-53.4% | $4,296-12.5% |
| Admin fee / account holder | $1,072 | $7,941-86.5% | $12,998-91.7% | $6,918-84.5% |