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 | $117,974 | $70,756+66.7% | $65,493+80.1% | $142,382-17.1% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 15.06% | 1754.89%-1739.8pp | 982.45%-967.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,905 | $2,881-33.9% | $2,574-26.0% | $4,299-55.7% |
| Participant deferral / active EE | $7,059 | $4,637+52.2% | $3,961+78.2% | $6,507+8.5% |
| Admin fee / account holder | $623 | $6,559-90.5% | $5,028-87.6% | $12,624-95.1% |