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 | $86,558 | $111,724-22.5% | $93,606-7.5% | $145,922-40.7% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 13.03% | 202.98%-189.9pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,974 | $3,090-36.1% | $2,420-18.4% | $4,660-57.6% |
| Participant deferral / active EE | $5,899 | $4,912+20.1% | $4,411+33.7% | $6,688-11.8% |
| Admin fee / account holder | $1,812 | $10,250-82.3% | $8,285-78.1% | $13,397-86.5% |