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 | $46,705 | $88,751-47.4% | $81,812-42.9% | $145,922-68.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.57% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,241 | $3,083-59.8% | $2,912-57.4% | $4,660-73.4% |
| Participant deferral / active EE | $4,220 | $4,643-9.1% | $4,319-2.3% | $6,688-36.9% |
| Admin fee / account holder | $4,299 | $8,415-48.9% | $7,386-41.8% | $13,397-67.9% |