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 | $62,690 | $57,281+9.4% | $86,612-27.6% | $75,163-16.6% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 19.27% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,282 | $2,314-1.4% | $3,022-24.5% | $2,670-14.5% |
| Participant deferral / active EE | $6,458 | $3,318+94.6% | $4,438+45.5% | $4,125+56.6% |
| Admin fee / account holder | $3,175 | $4,112-22.8% | $5,614-43.4% | $5,651-43.8% |