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 | $113,771 | $83,902+35.6% | $167,512-32.1% | $84,808+34.2% |
| Participation rate | 96.7% | 66.5%+30.2pp | 77.1%+19.6pp | 68.3%+28.4pp |
| Annual return | 14.06% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $8,798 | $2,264+288.6% | $3,882+126.7% | $2,631+234.4% |
| Participant deferral / active EE | $8,494 | $4,442+91.2% | $6,405+32.6% | $4,212+101.7% |
| Admin fee / account holder | $8,695 | $7,915+9.9% | $9,769-11.0% | $7,344+18.4% |