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 | $71,974 | $96,635-25.5% | $86,612-16.9% | $139,434-48.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 12.56% | 106.41%-93.9pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,319 | $3,263-59.6% | $3,022-56.4% | $4,751-72.2% |
| Participant deferral / active EE | $2,885 | $4,836-40.4% | $4,438-35.0% | $6,710-57.0% |
| Admin fee / account holder | $415 | $6,408-93.5% | $5,614-92.6% | $11,403-96.4% |