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 5-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 | $91,486 | $57,281+59.7% | $86,612+5.6% | $75,163+21.7% |
| Participation rate | 91.2% | 63.2%+28.0pp | 71.7%+19.5pp | 67.2%+24.0pp |
| Annual return | 13.78% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,211 | $2,314+38.7% | $3,022+6.2% | $2,670+20.3% |
| Participant deferral / active EE | $6,607 | $3,318+99.1% | $4,438+48.9% | $4,125+60.2% |
| Admin fee / account holder | $13,043 | $4,112+217.2% | $5,614+132.3% | $5,651+130.8% |