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 | $58,866 | $70,606-16.6% | $53,898+9.2% | $142,382-58.7% |
| Participation rate | 90.5% | 63.7%+26.8pp | 55.0%+35.5pp | 80.1%+10.4pp |
| Annual return | 15.62% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,384 | $2,364+43.2% | $1,826+85.3% | $6,507-48.0% |
| Admin fee / account holder | $2,013 | $2,852-29.4% | $2,491-19.2% | $12,624-84.1% |