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 | $64,937 | $96,635-32.8% | $86,612-25.0% | $139,434-53.4% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.2pp |
| Annual return | 16.45% | 106.41%-90.0pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,822 | $3,263+17.1% | $3,022+26.5% | $4,751-19.6% |
| Participant deferral / active EE | $6,540 | $4,836+35.2% | $4,438+47.4% | $6,710-2.5% |
| Admin fee / account holder | $2,763 | $6,408-56.9% | $5,614-50.8% | $11,403-75.8% |