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 | $72,421 | $104,907-31.0% | $84,611-14.4% | $152,861-52.6% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 24.88% | 373.79%-348.9pp | 258.74%-233.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $769 | $3,302-76.7% | $2,652-71.0% | $4,762-83.8% |
| Participant deferral / active EE | $16,267 | $4,688+247.0% | $3,899+317.2% | $5,850+178.1% |
| Admin fee / account holder | $1,582 | $6,241-74.6% | $4,912-67.8% | $11,596-86.4% |