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 | $90,023 | $56,199+60.2% | $67,652+33.1% | $59,632+51.0% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | 0.22% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,711 | $1,614+129.9% | $2,266+63.8% | $2,203+68.5% |
| Participant deferral / active EE | $4,115 | $2,844+44.7% | $3,560+15.6% | $3,192+28.9% |
| Admin fee / account holder | $5,865 | $3,958+48.2% | $4,821+21.7% | $4,297+36.5% |