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 | $92,762 | $56,114+65.3% | $96,139-3.5% | $85,850+8.1% |
| Participation rate | 90.9% | 56.7%+34.2pp | 68.4%+22.5pp | 69.3%+21.6pp |
| Annual return | 13.77% | 42.30%-28.5pp | 191.94%-178.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,122 | $1,620+92.8% | $2,797+11.6% | $2,565+21.7% |
| Participant deferral / active EE | $6,339 | $2,859+121.7% | $4,349+45.8% | $3,952+60.4% |
| Admin fee / account holder | $1,830 | $3,768-51.4% | $5,537-66.9% | $6,260-70.8% |