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 | $33,570 | $100,852-66.7% | $90,404-62.9% | $158,922-78.9% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.2pp | 82.0%+13.9pp |
| Annual return | 15.82% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,213 | $3,689+14.2% | $3,262+29.2% | $4,761-11.5% |
| Participant deferral / active EE | $1,024 | $4,348-76.5% | $3,963-74.2% | $5,982-82.9% |
| Admin fee / account holder | $2,128 | $6,501-67.3% | $5,611-62.1% | $11,246-81.1% |