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 | $99,639 | $65,561+52.0% | $86,188+15.6% | $75,163+32.6% |
| Participation rate | 72.1% | 60.5%+11.6pp | 69.0%+3.1pp | 67.2%+4.9pp |
| Annual return | 13.96% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,178 | $1,553-24.1% | $2,380-50.5% | $2,670-55.9% |
| Participant deferral / active EE | $5,756 | $3,024+90.4% | $3,985+44.4% | $4,125+39.5% |
| Admin fee / account holder | $1,372 | $5,474-74.9% | $6,852-80.0% | $5,651-75.7% |