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 | $91,821 | $48,230+90.4% | $67,502+36.0% | $80,856+13.6% |
| Participation rate | 87.1% | 66.4%+20.7pp | 72.9%+14.2pp | 67.6%+19.5pp |
| Annual return | 15.67% | 18.28%-2.6pp | 3512.12%-3496.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,497 | $2,020+73.1% | $2,731+28.0% | $2,755+26.9% |
| Participant deferral / active EE | $6,442 | $2,924+120.3% | $4,000+61.0% | $4,296+50.0% |
| Admin fee / account holder | $1,598 | $3,681-56.6% | $3,998-60.0% | $6,918-76.9% |