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 | $45,185 | $100,852-55.2% | $90,404-50.0% | $158,922-71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.03% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,853 | $3,689-22.6% | $3,262-12.5% | $4,761-40.1% |
| Participant deferral / active EE | $8,382 | $4,348+92.8% | $3,963+111.5% | $5,982+40.1% |
| Admin fee / account holder | $1,241 | $6,501-80.9% | $5,611-77.9% | $11,246-89.0% |