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 | $98,607 | $90,600+8.8% | $79,464+24.1% | $135,375-27.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 5.34% | 977.43%-972.1pp | 718.14%-712.8pp | 519.73%-514.4pp |
| Employer contribution / active EE | $3,143 | $3,068+2.4% | $2,800+12.2% | $4,779-34.2% |
| Participant deferral / active EE | $1,197 | $4,050-70.5% | $3,704-67.7% | $5,609-78.7% |
| Admin fee / account holder | $612 | $5,907-89.6% | $5,113-88.0% | $10,827-94.3% |