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 | $51,195 | $176,662-71.0% | $130,648-60.8% | $152,861-66.5% |
| Participation rate | 92.3% | 79.0%+13.3pp | 71.7%+20.6pp | 82.4%+9.9pp |
| Annual return | 23.14% | 2692.24%-2669.1pp | 1708.96%-1685.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,138 | $5,742-80.2% | $4,092-72.2% | $4,762-76.1% |
| Participant deferral / active EE | $2,490 | $4,361-42.9% | $3,603-30.9% | $5,850-57.4% |
| Admin fee / account holder | $3,914 | $7,133-45.1% | $5,464-28.4% | $11,596-66.3% |