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 | $74,987 | $53,516+40.1% | $126,539-40.7% | $84,808-11.6% |
| Participation rate | 75.9% | 58.2%+17.7pp | 69.8%+6.1pp | 68.3%+7.6pp |
| Annual return | 19.10% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,601 | $1,535+134.7% | $3,674-2.0% | $2,631+36.9% |
| Participant deferral / active EE | $5,927 | $2,671+121.9% | $4,083+45.2% | $4,212+40.7% |
| Admin fee / account holder | $919 | $4,497-79.6% | $6,065-84.9% | $7,344-87.5% |