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 | $104,959 | $49,922+110.2% | $80,569+30.3% | $75,163+39.6% |
| Participation rate | 91.4% | 55.3%+36.1pp | 67.0%+24.4pp | 67.2%+24.2pp |
| Annual return | 14.97% | 34.69%-19.7pp | 935.43%-920.5pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,310 | $1,698+94.9% | $2,723+21.5% | $2,670+24.0% |
| Participant deferral / active EE | $6,923 | $2,990+131.5% | $4,447+55.7% | $4,125+67.8% |
| Admin fee / account holder | $2,079 | $3,577-41.9% | $5,377-61.3% | $5,651-63.2% |