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 | $100,885 | $65,561+53.9% | $86,188+17.1% | $75,163+34.2% |
| Participation rate | 76.3% | 60.5%+15.8pp | 69.0%+7.4pp | 67.2%+9.1pp |
| Annual return | 17.54% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,248 | $1,553+44.8% | $2,380-5.5% | $2,670-15.8% |
| Participant deferral / active EE | $6,016 | $3,024+99.0% | $3,985+51.0% | $4,125+45.8% |
| Admin fee / account holder | $1,150 | $5,474-79.0% | $6,852-83.2% | $5,651-79.6% |