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 | $95,649 | $102,317-6.5% | $146,958-34.9% | $80,856+18.3% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 22.32% | 134.76%-112.4pp | 418.34%-396.0pp | 35.59%-13.3pp |
| Employer contribution / active EE | $5,143 | $3,713+38.5% | $4,933+4.3% | $2,755+86.7% |
| Participant deferral / active EE | $11,814 | $6,644+77.8% | $8,070+46.4% | $4,296+175.0% |
| Admin fee / account holder | $10,220 | $7,941+28.7% | $12,998-21.4% | $6,918+47.7% |