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 | $116,045 | $85,202+36.2% | $172,739-32.8% | $72,985+59.0% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 19.86% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,980 | $3,324+79.9% | $5,143+16.3% | $2,440+145.1% |
| Participant deferral / active EE | $5,054 | $3,260+55.0% | $5,198-2.8% | $3,607+40.1% |
| Admin fee / account holder | $4,372 | $5,884-25.7% | $13,954-68.7% | $5,124-14.7% |