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 | $72,220 | $65,409+10.4% | $98,442-26.6% | $85,850-15.9% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.3%+15.3pp |
| Annual return | 14.19% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,292 | $2,168+51.9% | $2,960+11.2% | $2,565+28.4% |
| Participant deferral / active EE | $3,936 | $3,166+24.3% | $4,276-7.9% | $3,952-0.4% |
| Admin fee / account holder | $11,486 | $4,593+150.1% | $5,949+93.1% | $6,260+83.5% |