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 | $80,643 | $100,852-20.0% | $90,404-10.8% | $158,922-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.83% | 1724.20%-1715.4pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $820 | $3,689-77.8% | $3,262-74.9% | $4,761-82.8% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,963+64.0% | $5,982+8.7% |
| Admin fee / account holder | $396 | $6,501-93.9% | $5,611-92.9% | $11,246-96.5% |