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 | $97,347 | $70,756+37.6% | $65,493+48.6% | $142,382-31.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 16.71% | 1754.89%-1738.2pp | 982.45%-965.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,925 | $2,881-33.2% | $2,574-25.2% | $4,299-55.2% |
| Participant deferral / active EE | $2,147 | $4,637-53.7% | $3,961-45.8% | $6,507-67.0% |
| Admin fee / account holder | $899 | $6,559-86.3% | $5,028-82.1% | $12,624-92.9% |