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 | $90,435 | $72,400+24.9% | $67,502+34.0% | $145,922-38.0% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 17.12% | 7182.46%-7165.3pp | 3512.12%-3495.0pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,987 | $3,069+127.7% | $2,731+155.9% | $4,660+50.0% |
| Participant deferral / active EE | $5,027 | $4,783+5.1% | $4,000+25.7% | $6,688-24.8% |
| Admin fee / account holder | $570 | $5,539-89.7% | $3,998-85.7% | $13,397-95.7% |