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 | $87,824 | $65,561+34.0% | $86,188+1.9% | $75,163+16.8% |
| Participation rate | 73.2% | 60.5%+12.7pp | 69.0%+4.2pp | 67.2%+6.0pp |
| Annual return | 14.24% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,987 | $1,553+92.4% | $2,380+25.5% | $2,670+11.9% |
| Participant deferral / active EE | $5,033 | $3,024+66.5% | $3,985+26.3% | $4,125+22.0% |
| Admin fee / account holder | $3,190 | $5,474-41.7% | $6,852-53.4% | $5,651-43.5% |