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 | $133,909 | $88,751+50.9% | $81,812+63.7% | $145,922-8.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 23.97% | 1025.40%-1001.4pp | 773.79%-749.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $1,002 | $3,083-67.5% | $2,912-65.6% | $4,660-78.5% |
| Participant deferral / active EE | $3,863 | $4,643-16.8% | $4,319-10.6% | $6,688-42.2% |
| Admin fee / account holder | $4,333 | $8,415-48.5% | $7,386-41.3% | $13,397-67.7% |