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 | $112,395 | $58,208+93.1% | $81,812+37.4% | $80,856+39.0% |
| Participation rate | 90.2% | 63.4%+26.8pp | 72.3%+17.9pp | 67.6%+22.6pp |
| Annual return | 15.19% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,319 | $2,340+84.6% | $2,912+48.3% | $2,755+56.8% |
| Participant deferral / active EE | $4,457 | $3,281+35.8% | $4,319+3.2% | $4,296+3.8% |
| Admin fee / account holder | $1,828 | $4,981-63.3% | $7,386-75.2% | $6,918-73.6% |