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 | $88,080 | $74,888+17.6% | $71,209+23.7% | $142,382-38.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 13.25% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,762 | $2,854-3.3% | $2,721+1.5% | $4,299-35.8% |
| Participant deferral / active EE | $7,087 | $4,454+59.1% | $4,175+69.7% | $6,507+8.9% |
| Admin fee / account holder | $3,071 | $5,568-44.8% | $5,349-42.6% | $12,624-75.7% |