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 | $64,443 | $88,751-27.4% | $81,812-21.2% | $145,922-55.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 15.24% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,236 | $3,083+5.0% | $2,912+11.1% | $4,660-30.5% |
| Participant deferral / active EE | $1,529 | $4,643-67.1% | $4,319-64.6% | $6,688-77.1% |
| Admin fee / account holder | $1,997 | $8,415-76.3% | $7,386-73.0% | $13,397-85.1% |