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 | $82,927 | $70,606+17.5% | $53,898+53.9% | $142,382-41.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 17.81% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $815 | $1,202-32.2% | $932-12.6% | $4,299-81.0% |
| Participant deferral / active EE | $947 | $2,364-60.0% | $1,826-48.2% | $6,507-85.5% |
| Admin fee / account holder | $3,104 | $2,852+8.8% | $2,491+24.6% | $12,624-75.4% |