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 | $81,135 | $124,185-34.7% | $108,410-25.2% | $167,490-51.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.59% | 1379.64%-1367.1pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $586 | $4,187-86.0% | $3,558-83.5% | $4,837-87.9% |
| Participant deferral / active EE | $3,816 | $6,908-44.8% | $6,563-41.8% | $6,341-39.8% |
| Admin fee / account holder | $856 | $9,455-91.0% | $7,295-88.3% | $12,309-93.0% |