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 | $67,725 | $114,047-40.6% | $96,139-29.6% | $167,490-59.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 14.90% | 189.88%-175.0pp | 191.94%-177.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,129 | $3,427+78.9% | $2,797+119.1% | $4,837+26.7% |
| Participant deferral / active EE | $10,172 | $5,194+95.9% | $4,349+133.9% | $6,341+60.4% |
| Admin fee / account holder | $3,332 | $6,897-51.7% | $5,537-39.8% | $12,309-72.9% |