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 | $75,711 | $58,927+28.5% | $76,817-1.4% | $72,985+3.7% |
| Participation rate | 77.5% | 67.3%+10.2pp | 72.1%+5.4pp | 69.5%+8.0pp |
| Annual return | 20.12% | 2305.64%-2285.5pp | 1166.11%-1146.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,758 | $1,787-1.6% | $2,302-23.6% | $2,440-28.0% |
| Participant deferral / active EE | $4,531 | $2,690+68.4% | $3,336+35.8% | $3,607+25.6% |
| Admin fee / account holder | $12,898 | $4,013+221.4% | $6,420+100.9% | $5,124+151.7% |