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 | $71,290 | $63,346+12.5% | $92,233-22.7% | $70,131+1.7% |
| Participation rate | 89.7% | 68.7%+21.1pp | 76.5%+13.3pp | 69.5%+20.2pp |
| Annual return | 18.21% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,276 | $2,471+73.1% | $3,679+16.2% | $2,342+82.6% |
| Participant deferral / active EE | $3,285 | $2,854+15.1% | $3,897-15.7% | $3,332-1.4% |
| Admin fee / account holder | $671 | $3,840-82.5% | $5,194-87.1% | $4,645-85.6% |