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 | $95,974 | $65,561+46.4% | $86,188+11.4% | $75,163+27.7% |
| Participation rate | 84.0% | 60.5%+23.5pp | 69.0%+15.0pp | 67.2%+16.8pp |
| Annual return | 37.64% | 46.05%-8.4pp | 1168.45%-1130.8pp | 160.62%-123.0pp |
| Employer contribution / active EE | $2,763 | $1,553+78.0% | $2,380+16.1% | $2,670+3.5% |
| Participant deferral / active EE | $5,620 | $3,024+85.9% | $3,985+41.0% | $4,125+36.2% |
| Admin fee / account holder | $3,907 | $5,474-28.6% | $6,852-43.0% | $5,651-30.9% |