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 | $85,819 | $48,046+78.6% | $84,611+1.4% | $72,985+17.6% |
| Participation rate | 95.8% | 57.6%+38.3pp | 68.2%+27.6pp | 69.5%+26.3pp |
| Annual return | 20.68% | 37.38%-16.7pp | 258.74%-238.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,762 | $1,602+197.3% | $2,652+79.5% | $2,440+95.2% |
| Participant deferral / active EE | $1,996 | $2,680-25.5% | $3,899-48.8% | $3,607-44.7% |
| Admin fee / account holder | $5,202 | $3,395+53.2% | $4,912+5.9% | $5,124+1.5% |