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 | $70,915 | $137,414-48.4% | $189,513-62.6% | $85,850-17.4% |
| Participation rate | 82.2% | 84.6%-2.4pp | 87.8%-5.6pp | 69.3%+12.9pp |
| Annual return | 22.87% | 38.14%-15.3pp | 555.15%-532.3pp | 318.53%-295.7pp |
| Employer contribution / active EE | $1,447 | $4,344-66.7% | $6,162-76.5% | $2,565-43.6% |
| Participant deferral / active EE | $3,700 | $6,260-40.9% | $8,221-55.0% | $3,952-6.4% |
| Admin fee / account holder | $3,125 | $8,630-63.8% | $12,045-74.1% | $6,260-50.1% |