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 | $68,639 | $65,561+4.7% | $86,188-20.4% | $75,163-8.7% |
| Participation rate | 88.0% | 60.5%+27.5pp | 69.0%+19.0pp | 67.2%+20.8pp |
| Annual return | 16.90% | 46.05%-29.2pp | 1168.45%-1151.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,363 | $1,553-12.2% | $2,380-42.7% | $2,670-49.0% |
| Participant deferral / active EE | $4,089 | $3,024+35.2% | $3,985+2.6% | $4,125-0.9% |
| Admin fee / account holder | $9,804 | $5,474+79.1% | $6,852+43.1% | $5,651+73.5% |