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 | $79,339 | $107,334-26.1% | $92,893-14.6% | $152,861-48.1% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 25.42% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,158 | $4,221-72.6% | $3,653-68.3% | $4,762-75.7% |
| Participant deferral / active EE | $3,433 | $4,845-29.1% | $4,236-19.0% | $5,850-41.3% |
| Admin fee / account holder | $1,493 | $7,079-78.9% | $5,794-74.2% | $11,596-87.1% |