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 | $74,819 | $104,907-28.7% | $84,611-11.6% | $152,861-51.1% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 22.84% | 373.79%-350.9pp | 258.74%-235.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,143 | $3,302-35.1% | $2,652-19.2% | $4,762-55.0% |
| Participant deferral / active EE | $5,314 | $4,688+13.4% | $3,899+36.3% | $5,850-9.2% |
| Admin fee / account holder | $3,116 | $6,241-50.1% | $4,912-36.6% | $11,596-73.1% |