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 | $94,941 | $57,281+65.7% | $86,612+9.6% | $75,163+26.3% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+15.0pp |
| Annual return | 14.93% | 2670.75%-2655.8pp | 591.07%-576.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,760 | $2,314+19.2% | $3,022-8.7% | $2,670+3.4% |
| Participant deferral / active EE | $4,620 | $3,318+39.3% | $4,438+4.1% | $4,125+12.0% |
| Admin fee / account holder | $1,729 | $4,112-57.9% | $5,614-69.2% | $5,651-69.4% |