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 | $76,727 | $85,202-9.9% | $172,739-55.6% | $72,985+5.1% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 23.60% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,607 | $3,324-21.6% | $5,143-49.3% | $2,440+6.9% |
| Participant deferral / active EE | $6,105 | $3,260+87.3% | $5,198+17.5% | $3,607+69.2% |
| Admin fee / account holder | $1,797 | $5,884-69.5% | $13,954-87.1% | $5,124-64.9% |