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 | $84,007 | $111,724-24.8% | $93,606-10.3% | $145,922-42.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.22% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $6,094 | $3,090+97.2% | $2,420+151.8% | $4,660+30.8% |
| Participant deferral / active EE | $5,746 | $4,912+17.0% | $4,411+30.3% | $6,688-14.1% |
| Admin fee / account holder | $1,236 | $10,250-87.9% | $8,285-85.1% | $13,397-90.8% |