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 | $75,767 | $60,124+26.0% | $90,404-16.2% | $79,858-5.1% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.7pp |
| Annual return | 16.60% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,036 | $2,068+46.8% | $3,262-6.9% | $2,471+22.9% |
| Participant deferral / active EE | $6,118 | $2,938+108.2% | $3,963+54.4% | $3,740+63.6% |
| Admin fee / account holder | $720 | $3,976-81.9% | $5,611-87.2% | $5,306-86.4% |