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 | $72,549 | $85,202-14.9% | $172,739-58.0% | $72,985-0.6% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 18.62% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,746 | $3,324-47.5% | $5,143-66.1% | $2,440-28.4% |
| Participant deferral / active EE | $2,308 | $3,260-29.2% | $5,198-55.6% | $3,607-36.0% |
| Admin fee / account holder | $3,611 | $5,884-38.6% | $13,954-74.1% | $5,124-29.5% |