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 | $92,593 | $49,922+85.5% | $80,569+14.9% | $75,163+23.2% |
| Participation rate | 74.3% | 55.3%+19.0pp | 67.0%+7.3pp | 67.2%+7.1pp |
| Annual return | 14.84% | 34.69%-19.8pp | 935.43%-920.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $302 | $1,698-82.2% | $2,723-88.9% | $2,670-88.7% |
| Participant deferral / active EE | $3,605 | $2,990+20.6% | $4,447-18.9% | $4,125-12.6% |
| Admin fee / account holder | $6,383 | $3,577+78.4% | $5,377+18.7% | $5,651+13.0% |