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 | $76,424 | $48,795+56.6% | $65,493+16.7% | $84,808-9.9% |
| Participation rate | 90.0% | 67.0%+23.0pp | 73.1%+16.9pp | 68.3%+21.7pp |
| Annual return | 18.52% | 20.20%-1.7pp | 982.45%-963.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,397 | $1,930+76.1% | $2,574+32.0% | $2,631+29.1% |
| Participant deferral / active EE | $5,846 | $2,928+99.6% | $3,961+47.6% | $4,212+38.8% |
| Admin fee / account holder | $897 | $3,877-76.9% | $5,028-82.2% | $7,344-87.8% |