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 | $58,901 | $90,348-34.8% | $75,972-22.5% | $145,922-59.6% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 12.67% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,265 | $3,311-31.6% | $2,685-15.6% | $4,660-51.4% |
| Participant deferral / active EE | $5,949 | $5,162+15.3% | $4,255+39.8% | $6,688-11.0% |
| Admin fee / account holder | $5,025 | $8,467-40.7% | $6,467-22.3% | $13,397-62.5% |