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 | $109,777 | $30,400+261.1% | $53,898+103.7% | $84,808+29.4% |
| Participation rate | 77.8% | 46.4%+31.3pp | 55.0%+22.8pp | 68.3%+9.5pp |
| Annual return | 17.37% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,395 | $603+297.4% | $932+157.0% | $2,631-9.0% |
| Participant deferral / active EE | $5,467 | $1,199+356.1% | $1,826+199.4% | $4,212+29.8% |
| Admin fee / account holder | $3,218 | $1,993+61.5% | $2,491+29.2% | $7,344-56.2% |