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 | $98,807 | $65,561+50.7% | $86,188+14.6% | $75,163+31.5% |
| Participation rate | 72.1% | 60.5%+11.6pp | 69.0%+3.2pp | 67.2%+4.9pp |
| Annual return | 13.69% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,333 | $1,553+50.2% | $2,380-2.0% | $2,670-12.6% |
| Participant deferral / active EE | $4,107 | $3,024+35.8% | $3,985+3.1% | $4,125-0.4% |
| Admin fee / account holder | $6,029 | $5,474+10.1% | $6,852-12.0% | $5,651+6.7% |