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 | $71,933 | $74,888-3.9% | $71,209+1.0% | $142,382-49.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 14.83% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $455 | $2,854-84.1% | $2,721-83.3% | $4,299-89.4% |
| Participant deferral / active EE | $2,729 | $4,454-38.7% | $4,175-34.6% | $6,507-58.1% |
| Admin fee / account holder | $11,016 | $5,568+97.8% | $5,349+105.9% | $12,624-12.7% |