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 | $91,032 | $158,398-42.5% | $126,539-28.1% | $142,382-36.1% |
| Participation rate | 73.3% | 75.8%-2.5pp | 69.8%+3.5pp | 80.1%-6.8pp |
| Annual return | 14.74% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,124 | $4,650-75.8% | $3,674-69.4% | $4,299-73.8% |
| Participant deferral / active EE | $4,384 | $4,767-8.0% | $4,083+7.4% | $6,507-32.6% |
| Admin fee / account holder | $3,595 | $6,918-48.0% | $6,065-40.7% | $12,624-71.5% |