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 | $71,110 | $57,281+24.1% | $86,612-17.9% | $75,163-5.4% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 17.92% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,130 | $2,314-8.0% | $3,022-29.5% | $2,670-20.2% |
| Participant deferral / active EE | $6,277 | $3,318+89.2% | $4,438+41.5% | $4,125+52.2% |
| Admin fee / account holder | $424 | $4,112-89.7% | $5,614-92.4% | $5,651-92.5% |