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 | $80,807 | $68,346+18.2% | $94,646-14.6% | $75,163+7.5% |
| Participation rate | 75.8% | 76.1%-0.3pp | 80.8%-5.1pp | 67.2%+8.6pp |
| Annual return | 19.20% | 616.93%-597.7pp | 156.71%-137.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,394 | $2,701-48.4% | $3,672-62.0% | $2,670-47.8% |
| Participant deferral / active EE | $3,794 | $6,537-42.0% | $7,418-48.9% | $4,125-8.0% |
| Admin fee / account holder | $3,860 | $5,326-27.5% | $7,231-46.6% | $5,651-31.7% |