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 | $110,876 | $97,757+13.4% | $83,848+32.2% | $135,375-18.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | 11.49% | 1287.37%-1275.9pp | 850.88%-839.4pp | 519.73%-508.2pp |
| Employer contribution / active EE | $1,493 | $4,222-64.6% | $3,631-58.9% | $4,779-68.8% |
| Participant deferral / active EE | $2,231 | $4,682-52.3% | $4,082-45.3% | $5,609-60.2% |
| Admin fee / account holder | $26,872 | $6,674+302.7% | $5,478+390.5% | $10,827+148.2% |