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 | $71,492 | $54,705+30.7% | $71,209+0.4% | $84,808-15.7% |
| Participation rate | 97.7% | 64.1%+33.6pp | 73.8%+23.9pp | 68.3%+29.4pp |
| Annual return | 48.18% | 35.90%+12.3pp | 282.51%-234.3pp | 40.90%+7.3pp |
| Employer contribution / active EE | $4,021 | $2,158+86.3% | $2,721+47.8% | $2,631+52.8% |
| Participant deferral / active EE | $6,545 | $3,030+116.0% | $4,175+56.8% | $4,212+55.4% |
| Admin fee / account holder | $5,226 | $4,863+7.5% | $5,349-2.3% | $7,344-28.8% |