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 | $73,834 | $159,901-53.8% | $146,958-49.8% | $145,922-49.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 12.37% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,191 | $5,286-77.5% | $4,933-75.9% | $4,660-74.4% |
| Participant deferral / active EE | $10,762 | $8,428+27.7% | $8,070+33.4% | $6,688+60.9% |
| Admin fee / account holder | $4,248 | $15,044-71.8% | $12,998-67.3% | $13,397-68.3% |