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 | $55,342 | $88,751-37.6% | $81,812-32.4% | $145,922-62.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 20.36% | 1025.40%-1005.0pp | 773.79%-753.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,560 | $3,083-49.4% | $2,912-46.4% | $4,660-66.5% |
| Participant deferral / active EE | $2,201 | $4,643-52.6% | $4,319-49.0% | $6,688-67.1% |
| Admin fee / account holder | $1,723 | $8,415-79.5% | $7,386-76.7% | $13,397-87.1% |