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 | $76,048 | $109,327-30.4% | $89,391-14.9% | $158,922-52.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 33.35% | 345.68%-312.3pp | 245.62%-212.3pp | 302.83%-269.5pp |
| Employer contribution / active EE | $2,780 | $3,170-12.3% | $2,586+7.5% | $4,761-41.6% |
| Participant deferral / active EE | $12,061 | $4,598+162.3% | $3,890+210.1% | $5,982+101.6% |
| Admin fee / account holder | $11,219 | $6,153+82.3% | $4,881+129.8% | $11,246-0.2% |