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 | $99,542 | $90,348+10.2% | $75,972+31.0% | $145,922-31.8% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.1%+21.4pp | 80.3%+10.2pp |
| Annual return | 11.18% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,664 | $3,311+10.6% | $2,685+36.5% | $4,660-21.4% |
| Participant deferral / active EE | $8,608 | $5,162+66.8% | $4,255+102.3% | $6,688+28.7% |
| Admin fee / account holder | $1,207 | $8,467-85.7% | $6,467-81.3% | $13,397-91.0% |