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 | $85,671 | $121,625-29.6% | $104,607-18.1% | $158,922-46.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.81% | 465.26%-433.5pp | 340.46%-308.7pp | 302.83%-271.0pp |
| Employer contribution / active EE | $1,420 | $3,163-55.1% | $2,681-47.0% | $4,761-70.2% |
| Participant deferral / active EE | $3,323 | $4,177-20.4% | $3,740-11.1% | $5,982-44.4% |
| Admin fee / account holder | $9,933 | $7,787+27.6% | $6,473+53.5% | $11,246-11.7% |