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 | $121,403 | $102,317+18.7% | $146,958-17.4% | $80,856+50.1% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 19.13% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $4,130 | $3,713+11.2% | $4,933-16.3% | $2,755+49.9% |
| Participant deferral / active EE | $10,814 | $6,644+62.8% | $8,070+34.0% | $4,296+151.7% |
| Admin fee / account holder | $1,701 | $7,941-78.6% | $12,998-86.9% | $6,918-75.4% |