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 | $58,842 | $65,561-10.2% | $86,188-31.7% | $75,163-21.7% |
| Participation rate | 80.6% | 60.5%+20.1pp | 69.0%+11.6pp | 67.2%+13.4pp |
| Annual return | 13.03% | 46.05%-33.0pp | 1168.45%-1155.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,255 | $1,553-19.1% | $2,380-47.3% | $2,670-53.0% |
| Participant deferral / active EE | $3,232 | $3,024+6.9% | $3,985-18.9% | $4,125-21.6% |
| Admin fee / account holder | $7,411 | $5,474+35.4% | $6,852+8.2% | $5,651+31.2% |