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 | $72,410 | $109,817-34.1% | $98,442-26.4% | $167,490-56.8% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 16.86% | 1956.69%-1939.8pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $7,792 | $3,224+141.7% | $2,960+163.3% | $4,837+61.1% |
| Participant deferral / active EE | $3,859 | $4,673-17.4% | $4,276-9.8% | $6,341-39.1% |
| Admin fee / account holder | $4,210 | $6,753-37.7% | $5,949-29.2% | $12,309-65.8% |