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 | $56,161 | $102,317-45.1% | $146,958-61.8% | $80,856-30.5% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.2%-8.2pp | 67.6%+6.4pp |
| Annual return | 18.06% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.5pp |
| Employer contribution / active EE | $3,620 | $3,713-2.5% | $4,933-26.6% | $2,755+31.4% |
| Participant deferral / active EE | $6,258 | $6,644-5.8% | $8,070-22.5% | $4,296+45.7% |
| Admin fee / account holder | $1,803 | $7,941-77.3% | $12,998-86.1% | $6,918-73.9% |