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 | $58,493 | $110,809-47.2% | $86,874-32.7% | $167,490-65.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 71.6%+6.1pp | 82.1%-4.3pp |
| Annual return | 16.32% | 116.98%-100.7pp | 63.52%-47.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,613 | $3,244+11.4% | $2,495+44.8% | $4,837-25.3% |
| Participant deferral / active EE | $2,045 | $4,546-55.0% | $3,699-44.7% | $6,341-67.7% |
| Admin fee / account holder | $463 | $8,415-94.5% | $5,828-92.1% | $12,309-96.2% |