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 7-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 | $78,095 | $90,348-13.6% | $75,972+2.8% | $145,922-46.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 16.17% | 620.88%-604.7pp | 359.55%-343.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,983 | $3,311-40.1% | $2,685-26.1% | $4,660-57.4% |
| Participant deferral / active EE | $5,745 | $5,162+11.3% | $4,255+35.0% | $6,688-14.1% |
| Admin fee / account holder | $3,319 | $8,467-60.8% | $6,467-48.7% | $13,397-75.2% |