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 | $97,389 | $65,561+48.5% | $86,188+13.0% | $75,163+29.6% |
| Participation rate | 77.8% | 60.5%+17.3pp | 69.0%+8.8pp | 67.2%+10.6pp |
| Annual return | 19.77% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,817 | $1,553+81.4% | $2,380+18.4% | $2,670+5.5% |
| Participant deferral / active EE | $7,987 | $3,024+164.2% | $3,985+100.4% | $4,125+93.6% |
| Admin fee / account holder | $1,431 | $5,474-73.9% | $6,852-79.1% | $5,651-74.7% |