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 | $208,808 | $100,852+107.0% | $90,404+131.0% | $158,922+31.4% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 11.04% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,319 | $3,689-64.2% | $3,262-59.6% | $4,761-72.3% |
| Participant deferral / active EE | $1,469 | $4,348-66.2% | $3,963-62.9% | $5,982-75.4% |
| Admin fee / account holder | $1,763 | $6,501-72.9% | $5,611-68.6% | $11,246-84.3% |