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 | $80,131 | $158,398-49.4% | $126,539-36.7% | $142,382-43.7% |
| Participation rate | 95.0% | 75.8%+19.2pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 14.06% | 593.76%-579.7pp | 425.95%-411.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,754 | $4,650-62.3% | $3,674-52.3% | $4,299-59.2% |
| Participant deferral / active EE | $4,361 | $4,767-8.5% | $4,083+6.8% | $6,507-33.0% |
| Admin fee / account holder | $8,924 | $6,918+29.0% | $6,065+47.2% | $12,624-29.3% |