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 | $51,622 | $100,852-48.8% | $90,404-42.9% | $158,922-67.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 12.46% | 1724.20%-1711.7pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,776 | $3,689-51.8% | $3,262-45.5% | $4,761-62.7% |
| Participant deferral / active EE | $2,609 | $4,348-40.0% | $3,963-34.2% | $5,982-56.4% |
| Admin fee / account holder | $356 | $6,501-94.5% | $5,611-93.7% | $11,246-96.8% |