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 | $59,928 | $86,286-30.5% | $111,297-46.2% | $85,850-30.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 93.07% | 19.99%+73.1pp | 54.65%+38.4pp | 318.53%-225.5pp |
| Employer contribution / active EE | $3,071 | $2,043+50.3% | $2,731+12.5% | $2,565+19.7% |
| Participant deferral / active EE | $7,093 | $3,641+94.8% | $4,487+58.1% | $3,952+79.5% |
| Admin fee / account holder | $5,510 | $8,188-32.7% | $7,964-30.8% | $6,260-12.0% |