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 | $121,761 | $102,317+19.0% | $146,958-17.1% | $80,856+50.6% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 15.99% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,510 | $3,713-59.3% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $10,094 | $6,644+51.9% | $8,070+25.1% | $4,296+135.0% |
| Admin fee / account holder | $8,253 | $7,941+3.9% | $12,998-36.5% | $6,918+19.3% |