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 | $72,667 | $65,409+11.1% | $98,442-26.2% | $85,850-15.4% |
| Participation rate | 73.0% | 65.0%+8.0pp | 73.3%-0.4pp | 69.3%+3.7pp |
| Annual return | 36.50% | 21.76%+14.7pp | 1492.73%-1456.2pp | 318.53%-282.0pp |
| Employer contribution / active EE | $455 | $2,168-79.0% | $2,960-84.6% | $2,565-82.2% |
| Participant deferral / active EE | $3,292 | $3,166+4.0% | $4,276-23.0% | $3,952-16.7% |
| Admin fee / account holder | $5,269 | $4,593+14.7% | $5,949-11.4% | $6,260-15.8% |