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 | $139,584 | $57,281+143.7% | $86,612+61.2% | $75,163+85.7% |
| Participation rate | 72.0% | 63.2%+8.8pp | 71.7%+0.3pp | 67.2%+4.8pp |
| Annual return | 17.47% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,192 | $2,314+37.9% | $3,022+5.6% | $2,670+19.6% |
| Participant deferral / active EE | $3,158 | $3,318-4.8% | $4,438-28.8% | $4,125-23.5% |
| Admin fee / account holder | $4,077 | $4,112-0.8% | $5,614-27.4% | $5,651-27.8% |