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 | $77,295 | $58,927+31.2% | $76,817+0.6% | $72,985+5.9% |
| Participation rate | 72.5% | 67.3%+5.2pp | 72.1%+0.4pp | 69.5%+3.0pp |
| Annual return | 18.25% | 2305.64%-2287.4pp | 1166.11%-1147.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,580 | $1,787+100.4% | $2,302+55.5% | $2,440+46.7% |
| Participant deferral / active EE | $2,317 | $2,690-13.9% | $3,336-30.5% | $3,607-35.8% |
| Admin fee / account holder | $8,758 | $4,013+118.3% | $6,420+36.4% | $5,124+70.9% |