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 | $76,702 | $90,348-15.1% | $75,972+1.0% | $145,922-47.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 9.52% | 620.88%-611.4pp | 359.55%-350.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,572 | $3,311+38.1% | $2,685+70.3% | $4,660-1.9% |
| Participant deferral / active EE | $5,638 | $5,162+9.2% | $4,255+32.5% | $6,688-15.7% |
| Admin fee / account holder | $1,165 | $8,467-86.2% | $6,467-82.0% | $13,397-91.3% |