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 | $110,154 | $91,190+20.8% | $178,490-38.3% | $79,858+37.9% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 70.75% | 24.19%+46.6pp | 151.07%-80.3pp | 31.71%+39.0pp |
| Employer contribution / active EE | $2,623 | $3,256-19.4% | $5,011-47.7% | $2,471+6.2% |
| Participant deferral / active EE | $4,717 | $3,236+45.8% | $5,202-9.3% | $3,740+26.1% |
| Admin fee / account holder | $15,392 | $6,751+128.0% | $13,984+10.1% | $5,306+190.1% |