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 | $121,399 | $65,561+85.2% | $86,188+40.9% | $75,163+61.5% |
| Participation rate | 87.0% | 60.5%+26.5pp | 69.0%+18.0pp | 67.2%+19.8pp |
| Annual return | 19.00% | 46.05%-27.1pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,403 | $1,553+183.6% | $2,380+85.0% | $2,670+64.9% |
| Participant deferral / active EE | $5,991 | $3,024+98.1% | $3,985+50.3% | $4,125+45.2% |
| Admin fee / account holder | $21,315 | $5,474+289.4% | $6,852+211.1% | $5,651+277.2% |