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 | $61,320 | $102,317-40.1% | $146,958-58.3% | $80,856-24.2% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 13.55% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,121 | $3,713-15.9% | $4,933-36.7% | $2,755+13.3% |
| Participant deferral / active EE | $7,022 | $6,644+5.7% | $8,070-13.0% | $4,296+63.5% |
| Admin fee / account holder | $6,891 | $7,941-13.2% | $12,998-47.0% | $6,918-0.4% |