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 | $56,292 | $102,604-45.1% | $86,188-34.7% | $139,434-59.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 18.46% | 1922.51%-1904.0pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,109 | $3,032-63.4% | $2,380-53.4% | $4,751-76.7% |
| Participant deferral / active EE | $1,912 | $4,676-59.1% | $3,985-52.0% | $6,710-71.5% |
| Admin fee / account holder | $3,469 | $8,657-59.9% | $6,852-49.4% | $11,403-69.6% |