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 | $70,773 | $57,281+23.6% | $86,612-18.3% | $75,163-5.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 19.98% | 2670.75%-2650.8pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,160 | $2,314-6.7% | $3,022-28.5% | $2,670-19.1% |
| Participant deferral / active EE | $3,586 | $3,318+8.1% | $4,438-19.2% | $4,125-13.1% |
| Admin fee / account holder | $606 | $4,112-85.3% | $5,614-89.2% | $5,651-89.3% |