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 | $124,457 | $63,346+96.5% | $92,233+34.9% | $70,131+77.5% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 16.40% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $4,589 | $2,471+85.7% | $3,679+24.7% | $2,342+95.9% |
| Participant deferral / active EE | $4,895 | $2,854+71.5% | $3,897+25.6% | $3,332+46.9% |
| Admin fee / account holder | $1,132 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |