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 | $74,878 | $96,635-22.5% | $86,612-13.5% | $139,434-46.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 13.88% | 106.41%-92.5pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,571 | $3,263-21.2% | $3,022-14.9% | $4,751-45.9% |
| Participant deferral / active EE | $8,109 | $4,836+67.7% | $4,438+82.7% | $6,710+20.8% |
| Admin fee / account holder | $15,723 | $6,408+145.4% | $5,614+180.1% | $11,403+37.9% |