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 | $96,063 | $70,756+35.8% | $65,493+46.7% | $142,382-32.5% |
| Participation rate | 82.6% | 77.4%+5.2pp | 73.1%+9.5pp | 80.1%+2.5pp |
| Annual return | 16.96% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,960 | $2,881+37.5% | $2,574+53.8% | $4,299-7.9% |
| Participant deferral / active EE | $7,716 | $4,637+66.4% | $3,961+94.8% | $6,507+18.6% |
| Admin fee / account holder | $7,641 | $6,559+16.5% | $5,028+52.0% | $12,624-39.5% |