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 | $114,569 | $99,020+15.7% | $86,590+32.3% | $147,584-22.4% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 11.54% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $947 | $3,132-69.8% | $2,839-66.6% | $4,876-80.6% |
| Participant deferral / active EE | $5,136 | $3,972+29.3% | $3,609+42.3% | $5,439-5.6% |
| Admin fee / account holder | $451 | $5,710-92.1% | $4,906-90.8% | $10,885-95.9% |