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 | $120,453 | $124,185-3.0% | $108,410+11.1% | $167,490-28.1% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 18.54% | 1379.64%-1361.1pp | 905.27%-886.7pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,083 | $4,187-74.1% | $3,558-69.6% | $4,837-77.6% |
| Participant deferral / active EE | $2,343 | $6,908-66.1% | $6,563-64.3% | $6,341-63.1% |
| Admin fee / account holder | $751 | $9,455-92.1% | $7,295-89.7% | $12,309-93.9% |