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 | $87,647 | $102,317-14.3% | $146,958-40.4% | $80,856+8.4% |
| Participation rate | 85.9% | 75.8%+10.0pp | 82.2%+3.7pp | 67.6%+18.2pp |
| Annual return | 18.13% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $4,591 | $3,713+23.6% | $4,933-6.9% | $2,755+66.7% |
| Participant deferral / active EE | $13,077 | $6,644+96.8% | $8,070+62.1% | $4,296+204.4% |
| Admin fee / account holder | $2,856 | $7,941-64.0% | $12,998-78.0% | $6,918-58.7% |