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 | $134,568 | $102,317+31.5% | $146,958-8.4% | $80,856+66.4% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 15.53% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,349 | $3,713+44.1% | $4,933+8.4% | $2,755+94.2% |
| Participant deferral / active EE | $12,521 | $6,644+88.5% | $8,070+55.2% | $4,296+191.5% |
| Admin fee / account holder | $4,302 | $7,941-45.8% | $12,998-66.9% | $6,918-37.8% |