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 | $60,644 | $104,907-42.2% | $84,611-28.3% | $152,861-60.3% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 33.90% | 373.79%-339.9pp | 258.74%-224.8pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,709 | $3,302-18.0% | $2,652+2.1% | $4,762-43.1% |
| Participant deferral / active EE | $9,199 | $4,688+96.2% | $3,899+135.9% | $5,850+57.2% |
| Admin fee / account holder | $6,562 | $6,241+5.1% | $4,912+33.6% | $11,596-43.4% |