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 | $87,512 | $88,751-1.4% | $81,812+7.0% | $145,922-40.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.95% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,059 | $3,083-0.8% | $2,912+5.0% | $4,660-34.4% |
| Participant deferral / active EE | $10,157 | $4,643+118.7% | $4,319+135.2% | $6,688+51.9% |
| Admin fee / account holder | $5,859 | $8,415-30.4% | $7,386-20.7% | $13,397-56.3% |