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 | $112,392 | $65,409+71.8% | $98,442+14.2% | $85,850+30.9% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 13.94% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,504 | $2,168+15.5% | $2,960-15.4% | $2,565-2.4% |
| Participant deferral / active EE | $7,074 | $3,166+123.4% | $4,276+65.4% | $3,952+79.0% |
| Admin fee / account holder | $1,623 | $4,593-64.7% | $5,949-72.7% | $6,260-74.1% |