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 | $113,576 | $99,020+14.7% | $86,590+31.2% | $147,584-23.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 14.42% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,492 | $3,132-52.4% | $2,839-47.5% | $4,876-69.4% |
| Participant deferral / active EE | $10,365 | $3,972+160.9% | $3,609+187.2% | $5,439+90.6% |
| Admin fee / account holder | $13,876 | $5,710+143.0% | $4,906+182.9% | $10,885+27.5% |