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 | $85,186 | $96,635-11.8% | $86,612-1.6% | $139,434-38.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 18.88% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,513 | $3,263+99.6% | $3,022+115.5% | $4,751+37.1% |
| Participant deferral / active EE | $10,051 | $4,836+107.8% | $4,438+126.5% | $6,710+49.8% |
| Admin fee / account holder | $7,789 | $6,408+21.6% | $5,614+38.7% | $11,403-31.7% |