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 | $63,762 | $92,703-31.2% | $82,719-22.9% | $134,475-52.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | 6.71% | 944.92%-938.2pp | 701.18%-694.5pp | 417.96%-411.3pp |
| Employer contribution / active EE | $8,561 | $3,274+161.5% | $3,009+184.5% | $4,740+80.6% |
| Participant deferral / active EE | $6,845 | $4,802+42.5% | $4,395+55.7% | $6,400+7.0% |
| Admin fee / account holder | $1,257 | $5,983-79.0% | $5,329-76.4% | $11,426-89.0% |