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 | $92,176 | $58,208+58.4% | $81,812+12.7% | $80,856+14.0% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 17.83% | 41.66%-23.8pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,882 | $2,340+23.1% | $2,912-1.1% | $2,755+4.6% |
| Participant deferral / active EE | $4,751 | $3,281+44.8% | $4,319+10.0% | $4,296+10.6% |
| Admin fee / account holder | $8,006 | $4,981+60.7% | $7,386+8.4% | $6,918+15.7% |