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 | $83,953 | $60,323+39.2% | $81,812+2.6% | $74,495+12.7% |
| Participation rate | 97.2% | 62.9%+34.3pp | 72.3%+24.9pp | 67.2%+30.0pp |
| Annual return | 17.94% | 16.90%+1.0pp | 773.79%-755.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,444 | $2,620+69.6% | $2,912+52.6% | $2,623+69.4% |
| Participant deferral / active EE | $4,702 | $3,387+38.8% | $4,319+8.9% | $4,346+8.2% |
| Admin fee / account holder | $4,138 | $1,486+178.5% | $7,386-44.0% | $1,942+113.1% |