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 | $54,102 | $159,901-66.2% | $146,958-63.2% | $145,922-62.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 26.31% | 98.13%-71.8pp | 418.34%-392.0pp | 561.29%-535.0pp |
| Employer contribution / active EE | $3,520 | $5,286-33.4% | $4,933-28.7% | $4,660-24.5% |
| Participant deferral / active EE | $6,921 | $8,428-17.9% | $8,070-14.2% | $6,688+3.5% |
| Admin fee / account holder | $2,589 | $15,044-82.8% | $12,998-80.1% | $13,397-80.7% |