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 | $77,637 | $74,888+3.7% | $71,209+9.0% | $142,382-45.5% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 16.08% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,338 | $2,854-53.1% | $2,721-50.8% | $4,299-68.9% |
| Participant deferral / active EE | $4,105 | $4,454-7.8% | $4,175-1.7% | $6,507-36.9% |
| Admin fee / account holder | $940 | $5,568-83.1% | $5,349-82.4% | $12,624-92.6% |