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 | $116,787 | $102,317+14.1% | $146,958-20.5% | $80,856+44.4% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 18.42% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $3,169 | $3,713-14.7% | $4,933-35.8% | $2,755+15.0% |
| Participant deferral / active EE | $6,474 | $6,644-2.6% | $8,070-19.8% | $4,296+50.7% |
| Admin fee / account holder | $3,226 | $7,941-59.4% | $12,998-75.2% | $6,918-53.4% |