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 | $111,936 | $105,998+5.6% | $92,233+21.4% | $147,584-24.2% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 12.66% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,316 | $4,333-69.6% | $3,679-64.2% | $4,876-73.0% |
| Participant deferral / active EE | $5,253 | $4,478+17.3% | $3,897+34.8% | $5,439-3.4% |
| Admin fee / account holder | $4,923 | $6,332-22.3% | $5,194-5.2% | $10,885-54.8% |