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 | $75,225 | $96,305-21.9% | $80,569-6.6% | $139,434-46.0% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.2pp |
| Annual return | 14.55% | 1350.08%-1335.5pp | 935.43%-920.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,895 | $3,262+19.4% | $2,723+43.0% | $4,751-18.0% |
| Participant deferral / active EE | $5,957 | $5,232+13.9% | $4,447+33.9% | $6,710-11.2% |
| Admin fee / account holder | $11,474 | $6,599+73.9% | $5,377+113.4% | $11,403+0.6% |