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 | $118,345 | $83,902+41.1% | $167,512-29.4% | $84,808+39.5% |
| Participation rate | 75.9% | 66.5%+9.4pp | 77.1%-1.2pp | 68.3%+7.6pp |
| Annual return | 18.13% | 91.55%-73.4pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,395 | $2,264+5.8% | $3,882-38.3% | $2,631-9.0% |
| Participant deferral / active EE | $8,262 | $4,442+86.0% | $6,405+29.0% | $4,212+96.2% |
| Admin fee / account holder | $5,256 | $7,915-33.6% | $9,769-46.2% | $7,344-28.4% |