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 | $67,053 | $65,561+2.3% | $86,188-22.2% | $75,163-10.8% |
| Participation rate | 84.4% | 60.5%+24.0pp | 69.0%+15.5pp | 67.2%+17.3pp |
| Annual return | 17.11% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,607 | $1,553+132.3% | $2,380+51.6% | $2,670+35.1% |
| Participant deferral / active EE | $8,552 | $3,024+182.8% | $3,985+114.6% | $4,125+107.3% |
| Admin fee / account holder | $1,435 | $5,474-73.8% | $6,852-79.1% | $5,651-74.6% |