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 | $66,005 | $121,625-45.7% | $104,607-36.9% | $158,922-58.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 37.91% | 465.26%-427.4pp | 340.46%-302.6pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,501 | $3,163-52.5% | $2,681-44.0% | $4,761-68.5% |
| Participant deferral / active EE | $4,375 | $4,177+4.7% | $3,740+17.0% | $5,982-26.9% |
| Admin fee / account holder | $2,778 | $7,787-64.3% | $6,473-57.1% | $11,246-75.3% |