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 | $77,064 | $104,907-26.5% | $84,611-8.9% | $152,861-49.6% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 26.15% | 373.79%-347.6pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,104 | $3,302-36.3% | $2,652-20.7% | $4,762-55.8% |
| Participant deferral / active EE | $4,548 | $4,688-3.0% | $3,899+16.6% | $5,850-22.3% |
| Admin fee / account holder | $1,895 | $6,241-69.6% | $4,912-61.4% | $11,596-83.7% |