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 | $106,736 | $109,817-2.8% | $98,442+8.4% | $167,490-36.3% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 15.79% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,322 | $3,224+34.0% | $2,960+46.0% | $4,837-10.7% |
| Participant deferral / active EE | $7,716 | $4,673+65.1% | $4,276+80.4% | $6,341+21.7% |
| Admin fee / account holder | $4,212 | $6,753-37.6% | $5,949-29.2% | $12,309-65.8% |