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 | $87,684 | $150,187-41.6% | $120,354-27.1% | $145,922-39.9% |
| Participation rate | 95.2% | 78.8%+16.5pp | 71.9%+23.3pp | 80.3%+15.0pp |
| Annual return | 10.64% | 154.07%-143.4pp | 107.15%-96.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,415 | $4,348-44.5% | $3,463-30.3% | $4,660-48.2% |
| Participant deferral / active EE | $8,791 | $6,173+42.4% | $4,991+76.1% | $6,688+31.4% |
| Admin fee / account holder | $2,785 | $12,207-77.2% | $9,423-70.4% | $13,397-79.2% |