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 | $74,342 | $202,318-63.3% | $172,739-57.0% | $152,861-51.4% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 20.08% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,849 | $5,856-68.4% | $5,143-64.0% | $4,762-61.2% |
| Participant deferral / active EE | $3,662 | $5,948-38.4% | $5,198-29.5% | $5,850-37.4% |
| Admin fee / account holder | $437 | $17,109-97.4% | $13,954-96.9% | $11,596-96.2% |