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 | $78,887 | $96,305-18.1% | $80,569-2.1% | $139,434-43.4% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.9pp | 80.3%+12.5pp |
| Annual return | 15.88% | 1350.08%-1334.2pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,355 | $3,262+2.9% | $2,723+23.2% | $4,751-29.4% |
| Participant deferral / active EE | $10,034 | $5,232+91.8% | $4,447+125.6% | $6,710+49.5% |
| Admin fee / account holder | $4,367 | $6,599-33.8% | $5,377-18.8% | $11,403-61.7% |