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 | $120,269 | $65,409+83.9% | $98,442+22.2% | $85,850+40.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.3%+18.2pp |
| Annual return | 12.24% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,802 | $2,168-16.9% | $2,960-39.1% | $2,565-29.7% |
| Participant deferral / active EE | $5,513 | $3,166+74.1% | $4,276+28.9% | $3,952+39.5% |
| Admin fee / account holder | $6,396 | $4,593+39.3% | $5,949+7.5% | $6,260+2.2% |