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 | $100,110 | $97,757+2.4% | $83,848+19.4% | $135,375-26.0% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | 10.46% | 1287.37%-1276.9pp | 850.88%-840.4pp | 519.73%-509.3pp |
| Employer contribution / active EE | $1,096 | $4,222-74.0% | $3,631-69.8% | $4,779-77.1% |
| Participant deferral / active EE | $2,718 | $4,682-41.9% | $4,082-33.4% | $5,609-51.5% |
| Admin fee / account holder | $942 | $6,674-85.9% | $5,478-82.8% | $10,827-91.3% |