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 | $105,771 | $49,922+111.9% | $80,569+31.3% | $75,163+40.7% |
| Participation rate | 88.0% | 55.3%+32.7pp | 67.0%+21.0pp | 67.2%+20.8pp |
| Annual return | 18.89% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,583 | $1,698-6.8% | $2,723-41.9% | $2,670-40.7% |
| Participant deferral / active EE | $7,913 | $2,990+164.6% | $4,447+77.9% | $4,125+91.8% |
| Admin fee / account holder | $997 | $3,577-72.1% | $5,377-81.5% | $5,651-82.4% |