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 | $89,507 | $85,202+5.1% | $172,739-48.2% | $72,985+22.6% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 24.67% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,337 | $3,324-59.8% | $5,143-74.0% | $2,440-45.2% |
| Participant deferral / active EE | $2,276 | $3,260-30.2% | $5,198-56.2% | $3,607-36.9% |
| Admin fee / account holder | $747 | $5,884-87.3% | $13,954-94.6% | $5,124-85.4% |