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 | $123,876 | $105,998+16.9% | $92,233+34.3% | $147,584-16.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 10.78% | 50.05%-39.3pp | 176.28%-165.5pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,911 | $4,333-32.8% | $3,679-20.9% | $4,876-40.3% |
| Participant deferral / active EE | $6,530 | $4,478+45.8% | $3,897+67.6% | $5,439+20.1% |
| Admin fee / account holder | $10,414 | $6,332+64.5% | $5,194+100.5% | $10,885-4.3% |