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 | $110,709 | $65,561+68.9% | $86,188+28.5% | $75,163+47.3% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 16.01% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,984 | $1,553+27.8% | $2,380-16.6% | $2,670-25.7% |
| Participant deferral / active EE | $4,806 | $3,024+58.9% | $3,985+20.6% | $4,125+16.5% |
| Admin fee / account holder | $1,932 | $5,474-64.7% | $6,852-71.8% | $5,651-65.8% |