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 | $112,018 | $63,346+76.8% | $92,233+21.5% | $70,131+59.7% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 25.07% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $785 | $2,471-68.2% | $3,679-78.7% | $2,342-66.5% |
| Participant deferral / active EE | $7,369 | $2,854+158.2% | $3,897+89.1% | $3,332+121.2% |
| Admin fee / account holder | $1,201 | $3,840-68.7% | $5,194-76.9% | $4,645-74.1% |