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 | $70,827 | $88,751-20.2% | $81,812-13.4% | $145,922-51.5% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 23.05% | 1025.40%-1002.3pp | 773.79%-750.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,714 | $3,083-44.4% | $2,912-41.2% | $4,660-63.2% |
| Participant deferral / active EE | $2,791 | $4,643-39.9% | $4,319-35.4% | $6,688-58.3% |
| Admin fee / account holder | $479 | $8,415-94.3% | $7,386-93.5% | $13,397-96.4% |