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 | $70,395 | $111,724-37.0% | $93,606-24.8% | $145,922-51.8% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 26.96% | 202.98%-176.0pp | 133.20%-106.2pp | 561.29%-534.3pp |
| Employer contribution / active EE | $5,285 | $3,090+71.0% | $2,420+118.4% | $4,660+13.4% |
| Participant deferral / active EE | $4,489 | $4,912-8.6% | $4,411+1.8% | $6,688-32.9% |
| Admin fee / account holder | $3,313 | $10,250-67.7% | $8,285-60.0% | $13,397-75.3% |