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 | $74,534 | $99,020-24.7% | $86,590-13.9% | $147,584-49.5% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 16.00% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.6pp |
| Employer contribution / active EE | $266 | $3,132-91.5% | $2,839-90.6% | $4,876-94.6% |
| Participant deferral / active EE | $1,564 | $3,972-60.6% | $3,609-56.6% | $5,439-71.2% |
| Admin fee / account holder | $4,815 | $5,710-15.7% | $4,906-1.8% | $10,885-55.8% |