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 | $81,060 | $65,561+23.6% | $86,188-5.9% | $75,163+7.8% |
| Participation rate | 82.9% | 60.5%+22.4pp | 69.0%+13.9pp | 67.2%+15.7pp |
| Annual return | 15.25% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,277 | $1,553+111.1% | $2,380+37.7% | $2,670+22.7% |
| Participant deferral / active EE | $6,364 | $3,024+110.5% | $3,985+59.7% | $4,125+54.3% |
| Admin fee / account holder | $4,945 | $5,474-9.7% | $6,852-27.8% | $5,651-12.5% |