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 | $65,270 | $63,346+3.0% | $92,233-29.2% | $70,131-6.9% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 18.69% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,911 | $2,471+58.3% | $3,679+6.3% | $2,342+67.0% |
| Participant deferral / active EE | $9,331 | $2,854+227.0% | $3,897+139.4% | $3,332+180.1% |
| Admin fee / account holder | $1,524 | $3,840-60.3% | $5,194-70.7% | $4,645-67.2% |