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 | $95,216 | $65,561+45.2% | $86,188+10.5% | $75,163+26.7% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.0%+15.7pp | 67.2%+17.4pp |
| Annual return | 16.78% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,538 | $1,553-0.9% | $2,380-35.4% | $2,670-42.4% |
| Participant deferral / active EE | $4,840 | $3,024+60.1% | $3,985+21.5% | $4,125+17.3% |
| Admin fee / account holder | $9,012 | $5,474+64.6% | $6,852+31.5% | $5,651+59.5% |