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 | $123,618 | $105,998+16.6% | $92,233+34.0% | $147,584-16.2% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 12.39% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,200 | $4,333-49.2% | $3,679-40.2% | $4,876-54.9% |
| Participant deferral / active EE | $4,805 | $4,478+7.3% | $3,897+23.3% | $5,439-11.7% |
| Admin fee / account holder | $8,565 | $6,332+35.3% | $5,194+64.9% | $10,885-21.3% |