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 | $101,401 | $65,409+55.0% | $98,442+3.0% | $85,850+18.1% |
| Participation rate | 85.4% | 65.0%+20.4pp | 73.3%+12.1pp | 69.3%+16.1pp |
| Annual return | 23.72% | 21.76%+2.0pp | 1492.73%-1469.0pp | 318.53%-294.8pp |
| Employer contribution / active EE | $1,966 | $2,168-9.3% | $2,960-33.6% | $2,565-23.4% |
| Participant deferral / active EE | $4,848 | $3,166+53.1% | $4,276+13.4% | $3,952+22.7% |
| Admin fee / account holder | $5,934 | $4,593+29.2% | $5,949-0.3% | $6,260-5.2% |