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 | $80,822 | $96,635-16.4% | $86,612-6.7% | $139,434-42.0% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 16.40% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,425 | $3,263+5.0% | $3,022+13.3% | $4,751-27.9% |
| Participant deferral / active EE | $8,453 | $4,836+74.8% | $4,438+90.5% | $6,710+26.0% |
| Admin fee / account holder | $2,112 | $6,408-67.0% | $5,614-62.4% | $11,403-81.5% |