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 | $83,355 | $57,281+45.5% | $86,612-3.8% | $75,163+10.9% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 18.12% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,056 | $2,314+32.0% | $3,022+1.1% | $2,670+14.5% |
| Participant deferral / active EE | $4,504 | $3,318+35.8% | $4,438+1.5% | $4,125+9.2% |
| Admin fee / account holder | $1,504 | $4,112-63.4% | $5,614-73.2% | $5,651-73.4% |