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 | $88,809 | $65,561+35.5% | $86,188+3.0% | $75,163+18.2% |
| Participation rate | 74.2% | 60.5%+13.7pp | 69.0%+5.2pp | 67.2%+7.0pp |
| Annual return | 16.46% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,082 | $1,553+34.1% | $2,380-12.5% | $2,670-22.0% |
| Participant deferral / active EE | $3,302 | $3,024+9.2% | $3,985-17.1% | $4,125-20.0% |
| Admin fee / account holder | $2,198 | $5,474-59.8% | $6,852-67.9% | $5,651-61.1% |