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 | $72,481 | $70,756+2.4% | $65,493+10.7% | $142,382-49.1% |
| Participation rate | 78.3% | 77.4%+0.9pp | 73.1%+5.2pp | 80.1%-1.9pp |
| Annual return | 12.15% | 1754.89%-1742.7pp | 982.45%-970.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,748 | $4,637-19.2% | $3,961-5.4% | $6,507-42.4% |
| Admin fee / account holder | $2,013 | $6,559-69.3% | $5,028-60.0% | $12,624-84.1% |