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 | $67,835 | $90,600-25.1% | $79,464-14.6% | $135,375-49.9% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | 5.10% | 977.43%-972.3pp | 718.14%-713.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $3,670 | $3,068+19.6% | $2,800+31.0% | $4,779-23.2% |
| Participant deferral / active EE | $8,468 | $4,050+109.1% | $3,704+128.6% | $5,609+51.0% |
| Admin fee / account holder | $338 | $5,907-94.3% | $5,113-93.4% | $10,827-96.9% |