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 | $67,119 | $102,604-34.6% | $86,188-22.1% | $139,434-51.9% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 21.00% | 1922.51%-1901.5pp | 1168.45%-1147.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $932 | $3,032-69.3% | $2,380-60.8% | $4,751-80.4% |
| Participant deferral / active EE | $1,537 | $4,676-67.1% | $3,985-61.4% | $6,710-77.1% |
| Admin fee / account holder | $791 | $8,657-90.9% | $6,852-88.5% | $11,403-93.1% |