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 | $96,189 | $56,199+71.2% | $67,652+42.2% | $59,632+61.3% |
| Participation rate | 73.9% | 71.5%+2.4pp | 75.7%-1.8pp | 68.7%+5.2pp |
| Annual return | 0.63% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,833 | $1,614+75.5% | $2,266+25.0% | $2,203+28.6% |
| Participant deferral / active EE | $2,098 | $2,844-26.2% | $3,560-41.1% | $3,192-34.3% |
| Admin fee / account holder | $694 | $3,958-82.5% | $4,821-85.6% | $4,297-83.9% |