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 | $80,571 | $88,751-9.2% | $81,812-1.5% | $145,922-44.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 13.07% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,702 | $3,083-44.8% | $2,912-41.6% | $4,660-63.5% |
| Participant deferral / active EE | $2,287 | $4,643-50.7% | $4,319-47.0% | $6,688-65.8% |
| Admin fee / account holder | $7,408 | $8,415-12.0% | $7,386+0.3% | $13,397-44.7% |