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 | $154,444 | $70,606+118.7% | $53,898+186.6% | $142,382+8.5% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 19.11% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,313 | $1,202+9.2% | $932+40.9% | $4,299-69.5% |
| Participant deferral / active EE | $4,095 | $2,364+73.2% | $1,826+124.2% | $6,507-37.1% |
| Admin fee / account holder | $3,264 | $2,852+14.5% | $2,491+31.1% | $12,624-74.1% |