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 | $61,640 | $106,890-42.3% | $84,015-26.6% | $152,861-59.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 17.82% | 104.99%-87.2pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,679 | $2,734-38.6% | $1,983-15.3% | $4,762-64.7% |
| Participant deferral / active EE | $6,671 | $4,011+66.3% | $3,239+106.0% | $5,850+14.0% |
| Admin fee / account holder | $1,731 | $8,285-79.1% | $6,101-71.6% | $11,596-85.1% |