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 | $64,294 | $48,046+33.8% | $84,611-24.0% | $72,985-11.9% |
| Participation rate | 86.0% | 57.6%+28.5pp | 68.2%+17.8pp | 69.5%+16.6pp |
| Annual return | 35.79% | 37.38%-1.6pp | 258.74%-223.0pp | 81.00%-45.2pp |
| Employer contribution / active EE | $8,501 | $1,602+430.7% | $2,652+220.5% | $2,440+248.4% |
| Participant deferral / active EE | $8,134 | $2,680+203.5% | $3,899+108.6% | $3,607+125.5% |
| Admin fee / account holder | $529 | $3,395-84.4% | $4,912-89.2% | $5,124-89.7% |