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 | $57,054 | $96,635-41.0% | $86,612-34.1% | $139,434-59.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.07% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,486 | $3,263+6.8% | $3,022+15.3% | $4,751-26.6% |
| Participant deferral / active EE | $7,898 | $4,836+63.3% | $4,438+78.0% | $6,710+17.7% |
| Admin fee / account holder | $3,438 | $6,408-46.3% | $5,614-38.8% | $11,403-69.8% |