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 | $55,850 | $49,922+11.9% | $80,569-30.7% | $75,163-25.7% |
| Participation rate | 72.6% | 55.3%+17.3pp | 67.0%+5.6pp | 67.2%+5.4pp |
| Annual return | 18.49% | 34.69%-16.2pp | 935.43%-916.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,011 | $1,698+77.3% | $2,723+10.6% | $2,670+12.8% |
| Participant deferral / active EE | $5,441 | $2,990+82.0% | $4,447+22.3% | $4,125+31.9% |
| Admin fee / account holder | $3,429 | $3,577-4.1% | $5,377-36.2% | $5,651-39.3% |